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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 Default Risks in Credit Investments

This chapter explores strategies for mitigating default risks in credit investments, particularly during recessions. By analyzing historical events like the COVID-19 pandemic, it highlights the critical role of liquidity and effective debt restructuring in maintaining stability amidst economic uncertainty.

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