Episode
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]
Invest Like the Best with Patrick O'Shaughnessy · Aug 5, 2025 · 1 h 34 min
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…