Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
The Normal Credit Environment
The last 15 years, it was a massive PE expansion from all the central bank easing. I think going forward is really who's going to step up? Is it India, a country like that? No, I don't think so. The consumer, though the balance sheet looks healthy is not the same consumer back in the 80s and 90s. So yeah, I think we're going to be in a more of a volatile macro and market environment going forward. And I'm actually excited about it because again, I think it's going to continue to be challenging.
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