Lead-Lag Live cover image

Inside the Financial Storm: Expert Randy Woodward Unravels the Terrifying Truth of Credit Risk

Lead-Lag Live

00:00

The Dislocation of the Reserve Currency

I personally think there's going to be a fat pitch to go into junk debt at some point this year. And I'm often asked, how do you know when that is and my response is it's kind of like the definition of profanity, right? How do you identify if there is going to be some kind of a real blowout in spreads beyond what we've seen now? When would you say to yourself, you know what, that's distressed enough? What would be sort of a time to consider allocating after the dislocation?

Play episode from 44:42
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app