‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

In this episode of Goldman Sachs Exchanges, Michael Brammeier interviews Scott Goodwin, co-founder of Diameter Capital Partners, about the current credit landscape, signs of stress in the market, and Diameter's investment philosophy. Goodwin shares insights on consumer leverage, the housing recession, and the impact of GLP-1 drugs on various industries. He also discusses Diameter's successful investment in Twitter, their approach to AI and software markets, and the importance of understanding microcycles. Goodwin recounts the origin story of Diameter, the firm's relationship with Goldman Sachs, and his early interest in investing sparked by fantasy baseball. The conversation touches on Goodwin's involvement with U.S. soccer and concludes with a lightning round covering his first investment, greatest strength, best advice, and what he's most excited about in the world.