Wences Casares & Peter L. Briger, Jr.

Featuring Wences Casares, Peter L. Briger, Jr.

The Chain continues on as Wences Casares, Founder / CEO of Xapo, delves into the worldview of Peter Briger, one of the world’s most respected credit investors, Principal & Co-Chairman of the Board of Directors at Fortress Investment Group. In this enlightening conversation, Peter gives us his forecasts for the next 2 years in credit, goes into detail on his framework for investing in distressed debt, explains how he approaches risk while structuring a portfolio, and more – this link in The Chain provides an abundance of in-depth and actionable insight.

Published on
15 December, 2015
Topic
Investment Framework, Portfolio Management, Credit Market
Duration
28 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
95

Comments

  • MS

    Matt S.

    23 10 2016 18:18

    0       0

    I found myself zoning out at times but then I would hear something that I found fascinating. Want to know what they were? Sorry. I've forgotten.

    I'd better watch it again!

  • TL

    T L.

    6 1 2016 17:44

    1       0

    Hi Peter, great interview! Question 13:30left: What kind of problems can the misunderstanding of the interplay of components of a portfolio lead to (in an environment change) aside from capital loss?

  • VK

    Vinay K.

    28 12 2015 20:50

    1       0

    not a great interviewer - need to follow up and press for detail in spots ... his worst investment answers were so generic

  • KS

    Kathleen S.

    27 12 2015 02:33

    5       5

    I am all for making money, but i hate dressed up vultures that use sterile terms to describe banking practices that are predatory and hurt people. I don't care how smart this guy is, not interested.

  • RJ

    Russ J.

    25 12 2015 00:36

    3       0

    these 'Link' interviews would benefit from having more content guidance. Too many of them focus on the interviewees background, and in the end yield almost zero perspective/value for the viewer.

  • TS

    Thomas S.

    22 12 2015 18:12

    1       0

    did he say Equities in Dallas??!!

  • GC

    Gary C.

    18 12 2015 01:10

    11       0

    The one area Mr Briger mentioned in passing is the Shadow Banking System.
    RV has not invited a guest that has given a historical perspective, or an estimation of its future ??Jim Grant..hint??

  • GC

    Gary C.

    18 12 2015 00:53

    6       0

    Oh, did I mention that I worked at Goldman Sachs
    The next link in chain should be "interesting"....TTMYG humm.

  • RA

    Robert A.

    17 12 2015 00:16

    1       0

    Think I caught a sniff of that ole "Loan to Own" which is where the real dough is made.

  • CM

    C M.

    16 12 2015 12:50

    14       2

    Yawn. First third spent talking about himself - longest background intro ever! Remainder spent talking about how super smart he is at figuring things out that others can't. Not much learned here.

  • JA

    James A.

    16 12 2015 10:00

    4       0

    More focus on his outlook perspective would have been great. There's going to be a hell of a ding-dong for outliers if credit defaults is the big story for 2016? I want to know more

  • MA

    Melanie A.

    16 12 2015 00:58

    5       9

    Great interview (both questions and answers) - just wish it was longer. Please definitely bring Peter back.

  • RP

    Raoul P.

    15 12 2015 22:00

    24       0

    The devil is in the detail here, especially the last few minutes. Peter is one of the smartest credit guys in the world and he is warning about credit and shadow banking system.

  • PW

    Phil W.

    15 12 2015 18:58

    1       0

    Another one that says the US Banking System is on sound footing.
    I guess if you kick out the Mark to Market then you could say that.

    not sure my self Hmmmm!

  • JA

    J A.

    15 12 2015 15:14

    20       15

    Did anyone else find him incredibly monotonous. zzz.

  • AA

    Ali A.

    15 12 2015 13:49

    11       0

    Briger is a machine, he's built an incredible credit platform at Fortress and a track record to match. Not the type of guy you want to borrow money from!