Comments
Transcript
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RYGreat. Thank you Matt -- always enjoy your insightful interviews.
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DSGreat interview!
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TMMatt Rowe is brilliant. Pleasure to listen to.
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SAI had pent up shy questions supressed since 2012, all of em' answered in a single interview lol
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AAI love the 10 pair of running shoes!
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FLvery good one thanks.
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VPMatt Rowe, just awesome. Always on point and well spoken. Thank you!
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agGood one. Thanks.
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GHAnother top quality interview - congrats Max and RV. Irrespective of how this solvency cycle plays out, Matt really knows his stuff. Personally I think we will end up in a nasty insolvency environment given the abundance of shocks smashing into economies everywhere from a multitude of angles.
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JCI agree with Matt and Raoul's view re the late stage of the credit cycle and the recent uptick in defaults perhaps signalling the start of a much larger distressed/insolvency period. However, I am yet to see the real "ah-ha interview" , despite having thoroughly enjoyed this as well as previous leading distressed debt and workout professionals interviewed on RV. Could I kindly suggest Dr Ed. Altman at NYU Stern as a possible guest/expert on identifying the necessary conditions for distressed debt cycles.
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JAGreat conversation. I really enjoy hearing from Matt. He's one of my favorites.
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AIGreat to see Matt's other side! One small thing with regards to the whole week's presentation (not picking on Matt): I would recommend adding a grain of salt to the "everything has changed, brick and mortar retail, airlines and restaurants are dead" narrative. If Mainland China is anything to go by (with its accelerated online shopping culture) most surviving retail/entertainment/F&B spaces are subjectively back to normal or even above normal traffic, domestic flights are happening and even the annoyingly crowding tour groups are back. It really doesn't feel like the world has ended. Other than timeframes being hard to predict, there is more also resilience than one would think.
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JKGood job asking about a quaint approach to finding distressed companies. Feel like that’s not done enough