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EssentialThe Essential Conversation

Dislocations in the Credit Cycle

Featuring David Meneret

Sep 22, 2017 • 37 minutes

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Essential

The Essential Conversation

Dislocations in the Credit Cycle

Dislocations in the Credit Cycle

Featuring David Meneret

Sep 22, 2017 • 37 minutes

David Meneret identifies where to benefit from perceived disorder in the credit markets, taking a quantitative perspective to the inherent low volatility in the sector. The search for yield and riskier assets by insurance companies, utilizing higher leverage, with greater exposure to commercial real estate is brought into sharp focus by David, alongside the new reality for investors in the overpopulated US shopping mall space. Filmed on August 29, 2017, in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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