George Schultze
Founder and CEO of Schultze Asset Management, providing market reaction and investment perspective on the Federal Reserve's rate decision and its implications for equities and banks.
Top 3 podcasts with George Schultze
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Sep 18, 2025 • 20min
US Futures, APAC Stocks Gain After Fed's First Rate Cut of 2025
George Schultze, Founder and CEO of Schultze Asset Management, shares insights on the Federal Reserve's pivotal rate cut, exploring its effects on equities and banking sectors. He discusses the ongoing risks related to tariffs, labor markets, and stagflation. Joining him, Stephanie Leung, Chief Investment Officer at StashAway, highlights what's fueling the rally in Asia-Pacific markets, including the impact of the Fed's decision, the stabilization in China, and shifts in consumer trends driven by AI investments. Together, they decipher the evolving investment landscape.
Apr 9, 2026 • 39min
Lessons learned from the corrosion of Exide Technologies with George Schultze
George Schultze, founder of Schultze Asset Management and author focused on vulture investing. He recounts Exide’s multiple bankruptcies and how excess debt and regulatory hurdles derailed turnarounds. They discuss environmental liabilities, politics shaping recoveries, skills needed for distressed investing, and risks in private credit and complex restructurings.
Jun 11, 2025 • 16min
US and China Strike Framework to Ease Trade Tensions
George Schultze, Founder and CEO of Schultze Asset Management, discusses the recent agreement between the US and China to ease trade tensions. He shares insights on how this preliminary deal aims to resolve key issues involving rare earth minerals. Schultze notes that while global stocks have rebounded, underlying economic concerns remain. The conversation also touches on hiring challenges and the shifting dynamics in private credit due to trade uncertainties, painting a complex picture of today's financial landscape.
