37:58

EssentialThe Expert View

Coronavirus and Credit: When the Music Stops

Featuring Daniel Zwirn

Mar 12, 2020 • 37 minutes

161

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Essential

The Expert View

Coronavirus and Credit: When the Music Stops

Back by popular demand, Dan Zwirn of Arena Investors returns to discuss the ongoing rout in high-yield energy bonds.

Featuring Daniel Zwirn

Mar 12, 2020 • 37 minutes

As the coronavirus continues to wreak havoc on the markets – or so it seems – the price-action has been particularly dramatic in the energy sector. The carnage in equities has been on display to anyone paying attention, but today we're focusing on the more opaque, but much larger, market of fixed income. Dan Zwirn, CEO and CIO of Arena Investors, is a major player in the credit space. Back by popular demand, he returns to discuss the ongoing rout in high-yield energy bonds. Zwirn analyzes the risks and opportunities he sees in leveraged loans, CLOs, private lending, and other assets within the credit universe. He also shares how he generates put optionality to hedge downside risk, while still getting paid. This interview was filmed on March 9, 2020 in New York, during one of the largest selloffs in history. To learn more about Dan Zwirn's thinking on the credit markets, check out his research report here: https://rvtv.io/2IFeX7n Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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