The speakers discuss the significance of investing in assets and cash flows, highlighting the recent stories about cryptocurrencies and the collapse of FTX. They explore the impact of interest rates on companies and investors and discuss the potential opportunities created in the financial market. They also analyze the flaws of the 6040 investing model in fixed income and delve into the risks and probability analysis behind investing in longer duration assets.
Our weekly recap and preview for next week features Bed Bath & Beyond, Party City, Nautical Solutions and Serta Simmons.
This week we feature a replay from The Reorg Primary View series, where Joel Holsinger, co-head of alternative credit at Ares Management, and Reorg’s James Holloway discuss the importance of buying assets and cash flows, yield curves and purpose-driven investing.
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