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Opportunities in High Yield, Private Credit and More: AJ Giannone, Allio Capital

The Contrarian Investor Podcast

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Navigating Private Credit and Market Psychology

This chapter delves into the complexities of private credit markets and their interaction with equity markets, highlighting the risks posed by ETFs and the stabilizing influence of large institutions. Additionally, it reflects on an investment career journey shaped by the great financial crisis, emphasizing the importance of market cycles and investor psychology in investment decision-making.

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