Navigating Corporate Debt and Innovative Investments

This chapter explores the intricacies of purchasing corporate debt, discussing investor qualifications, trading challenges, and the evolving market landscape. It also highlights strategic investment opportunities in Bitcoin and real estate, emphasizing the accessibility and transparency offered by innovative platforms.

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Episode notes

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention.

IN THIS EPISODE, YOU’LL LEARN:

(21:33) Short and low duration investing.
(24:25) Responsible credit strategies.
(37:02) How SPACs create an interesting asymmetric risk/reward profile.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Spac Informer's website.
CrossingBridge's website.
Trey Lockerbie's Twitter.

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