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Grant’s Current Yield Podcast
OPPORTUNITIES IN COMEUPPANCE
Apr 29, 2024
Dan Zwirn, CEO of Arena Investors, discusses credit markets, special situations, and the 'everything bubble'. Topics include strategies for private equity sponsored companies, hedging against inflation, risks of financial bubbles in various sectors, and economic contradictions
27:36
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Quick takeaways
- The everything bubble has led to an increase in worldwide cost of capital, impacting assets and businesses.
- Private equity-backed companies face challenges with overcapitalization, balance sheets, and potential defaults.
Deep dives
Impacts of an Everything Bubble on Requiring Rationalization of Businesses
According to the podcast, there is a significant amount of businesses and assets that require rationalization due to the everything bubble caused by substantial physical proficiency engaged in by significant governments since 2020. This situation has led to an increase in the cost of capital worldwide, negatively affecting assets accumulated during the everything bubble. The speaker anticipates a managed process of reducing the bubble over several years with a combination of elevated rates.
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