The Insolvency Phase: Why the Market is Mispricing Insolvency Risk — Live with Matt Rowe

Published on
September 24th, 2020
Duration
64 minutes

COVID-19 and The Acceleration of Secular Deflation


The Insolvency Phase: Why the Market is Mispricing Insolvency Risk — Live with Matt Rowe

Live ·
Featuring Matt Rowe

Published on: September 24th, 2020 • Duration: 64 minutes

Here at Real Vision it’s clear that viewers are keenly focused on Raoul’s unfolding thesis and the potential that the market is teetering between hope and insolvency, but so are many of our contributors. Matt Rowe of Headwaters Volatility Solutions was inspired by Raoul’s recent call for an insolvency phase and in this special edition of Real Vision Live will be putting his corporate credit hat back on to provide a deeper dive into how both credit and equity markets are totally mispricing the insolvency risks looming large post-COVID. Please note that Matt has an extensive background in corporate credit and before founding Headwaters Volatility Solutions was the managing partner of a fund focused on convertible bond and capital structure arbitrage.

Comments

Transcript