Dan Zwirn returns to discuss credit investing in perilous and perplexing markets, the rise of "cov-lite" loans, and the state of CLOs.
SHARE
238
16
Featuring Daniel Zwirn
Jun 23, 2020 • 42 minutes
Dan Zwirn, founder and CIO of Arena investors, returns to Real Vision to discuss credit investing in perilous and perplexing markets. He and Real Vision’s managing editor, Ed Harrison, discuss the rise of so-called "cov-lite" loans and the state of collateralized loan obligations (CLOs). Zwirn delves into the details surrounding the deterioration of credit quality across the fixed-income landscape, and he explores the various way shrewd credit investors can protect themselves, such as put-optionality and convertible bond arbitrage. Zwirn and Harrison also comment on the Federal Reserve’s role in propping up credit markets and what opportunities there are in permanently impaired sectors such as retail, airlines, and cruise lines. Filmed on June 18, 2020.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThis content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In
The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More Episodes
COMMENTS
Sort ByAccess Essential Content
This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In