We think there's going to be some fantastic opportunities in the distressed debt landscape coming in over the next 18 to 24 months as that reset does occur. We're building a war chest to take advantage of that. When you see spread blow out in, I'm going to just use industrials because I already said it, if you see that blowout where you're getting 1000 or 1200 basis points on top of the fed funds rate,. now you start talking about really, really good return.
Anton Schutz, President and CIO at Mendon Capital Advisors and Bloomberg Intelligence Senior Analyst for US Regional Banks Herman Chan discuss the possibility of contagion for banks related to the instability of Silicon Valley Bank. Amy Hunter Glaser, Senior VP at Adecco and Bloomberg News Economics Editor Molly Smith break down the February jobs report and possible impact on Fed policy. Mike Belshe, CEO of BitGo, talks about institutions storing digital assets securely. And we Drive to the Close with Christopher Zook, CIO at CAZ Investments.
Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.
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