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65: Deleveraging: The Dominoes are About to Fall w/Ben Miller

On The Market

CHAPTER

Is There a Credit Fund or a Fund Rise?

Ben: I feel like what's happening now in the next couple of years will happen to us or for us like five times in our life. And so yeah, we're going to do credit first and then we'll do equity second because you can almost see the other side of this, right? You can, you can feel confident that it's not permanent. It's a couple of years of transition to essentially a new borrowing environment. Some people are unlucky. They had maturities come due in the middle of this basically like this period where there's high rates and no liquidity. That sucks. But it's an opportunity for someone else problem, it'm an opportunity.

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