58:23

EssentialThe Expert View

Credit Risk Hiding In Plain Sight

Featuring David Meneret

Jul 02, 2021 • 58 minutes

176

9

Essential

The Expert View

Credit Risk Hiding In Plain Sight

David Meneret discusses the risk in structured credit products and the strategies he's using to manage risk in collateralized securities.

Featuring David Meneret

Jul 02, 2021 • 58 minutes

Real Vision's Jack Farley welcomes David Meneret, Founder & CIO of Mill Hill Capital, to discuss the nuances of credit markets and strategies to manage risk when investing in collateralized securities. Meneret dives into U.S. credit markets and states that the current yield reflects a failure to recognize "unknown" unknowns. He shares his framework for investing in the airline and shipping industry, including the structure of the asset-backed securities. Meneret believes that the FED's asset purchasing programs had a positive impact on U.S. credit markets by providing ample liquidity and preventing insolvency. Filmed on June 29, 2021. 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.

More Episodes

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