Stansberry Investor Hour cover image

The Overvalued Junk-Bond Market Still Has Pockets of Opportunity

Stansberry Investor Hour

00:00

Navigating High-Yield Bonds in Rising Rates

This chapter explores the interplay between high-yield and distressed bonds amid increasing interest rates and the strategies companies employ to manage their debts. It emphasizes a shift in bond selection from a top-down to a bottom-up approach, focusing on financial ratios to identify undervalued opportunities, while also analyzing the performance of lower-rated bonds. The discussion includes risk assessment, the role of private credit, and the importance of diversification in navigating the complexities of the current bond market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app