MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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How to Gain Exposure to Shorting Leverage Loans
Tian: One of the interesting things that we've been highlighting is potentially looking at ways to gain exposure to shorting leverage loans as kind of the higher beat of a version of this. That's more likely to go wrong. Tian: A lot of us, myself included, believe that a new commodity super cycle is upon us to the upside. But obviously, we all know the credit spreads haven't quite moved yet. We're waiting for the evidence recession to kick in. And we think that's actually pretty imminent.
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