Profiting from Mispriced Credit Risk

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Real VisionJanuary 13, 2020
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevertheless there are lucrative fixed-income opportunities on the long- as well as short-side. He warns of the risks he sees in leveraged loans (as well as the CLOs that package them), noting the "asset-liability mismatch" as one of his most severe concerns. Other topics include: regulatory change, interest rate risk, and idiosyncratic plays in energy and real estate. Filmed on January 6, 2020, in New York.
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Real VisionSeptember 18, 2020
Why China Will Avoid Crisis by Any Means Necessary
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Real VisionSeptember 17, 2020
Daily Briefing - September 17, 2020
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provide a gauge on the health of the economy and solidify its standing as 2020 begins to come to a close. They also speculate on the ongoing persistence and momentum to the upside in equity markets, short-dated options trading amongst retail investors, and the sudden proliferation of special purpose acquisition companies (SPACs). Ash and Ed then debrief yesterday’s FOMC meeting, lay out the impact the Fed’s actions will have on the bond market, and consider whether the Fed really is out of ammo at this point. In the intro, Peter Cooper shares the latest jobless claims data and enumerates on the flaws of solely relying on this data to understand the health of the labor market.
Real VisionSeptember 17, 2020
Private Credit and the Death Knell of the 60/40 Portfolio
Udayan Mitra, former head of investments at Altera Investments, joins Real Vision managing editor, Ed Harrison, to discuss the state of fixed income investing in a world with near-zero interest rates. Mitra argues that yield hunger will force investors further into alternative credit strategies. Mitra lays out the various players in this space – private equity and credit funds, direct lending firms, as well as special purpose acquisition companies (SPACs). Mitra then tells Harrison about how higher yields come at the price of reduced liquidity, and the pair weigh this trade-off. Lastly, Mitra shares specific opportunities and risks he sees in this space. Filmed on September 15, 2020.

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