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Transcript
Chapters
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Could coronavirus be a catalyst for the end of the credit cycle?
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How do you generate put optionality?
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Bond market liquidity: how hard is it to get a bid?
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What does the Asset-Liability Mismatch mean in today's market?
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Is shorting credit ETFs a viable way to hedge?
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Is there a "new regime" for leveraged loans?
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What do you make of the credit writedowns in the energy sector?
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What about leveraged loans and high yield bonds?
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What's the significance of the recent rally in Treasurys?
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What about CLOs?
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How likely is a downgrade of BBB-rated bonds?
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How appropriately priced is credit risk?
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What risks do you see in the world of direct lending?
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Do you see opportunity in all of this chaos?