Andrew Milgram - Full-Contact Capitalism
Invest Like the Best with Patrick O'Shaughnessy
- Published
- August 5, 2025
- Duration
- 1h 34m
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses investing.
Summary
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing how middle market EBITDA has declined 20-25% since 2019, creating what he call…
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Show notes
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing how middle market EBITDA has declined 20-25% since 2019, creating what he calls the "K-shaped economy." His investment stories are legendary, particularly his $600+ million bet on NYC taxi medallions, which we go into in
Themes
- investing