The Meb Faber Show - Better Investing cover image

Stephanie Pomboy on the Corporate Credit Crunch | #494

The Meb Faber Show - Better Investing

CHAPTER

The Investment Grade and Junk Spreads Are Blowing Out

The credit market hasn't sold off further, but it's not giving you the signal that the stock market is that all is clear. The junk space and the speculative grade default rate is forecast to go to 5% over the next 12 months by Moody's. But getting to the sectors within the area where you've seen the delinquencies, it has been concentrated in those consumer discretionary companies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner