

Sycamore Tree's Trey Parker, Market Recap, 3M and Cineworld: State of Distressed Debt
Sep 14, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
Is It Time to Get Back Into High Yield?
01:57 • 3min
The Fed's Not Going to Be Here to Rescue the Market
05:05 • 2min
What Are You Thinking About Core Inflation?
07:04 • 4min
Is There a Seasaw in Credit Markets?
11:08 • 2min
Investing in Credit Markets
13:06 • 4min
Is the Ratings Profile of the Bankland Market Changing?
17:06 • 3min
How Do You See Distress for Silois?
19:37 • 4min
Do You See the World Is Two Ways?
23:12 • 5min
Is the Pendemic Going to Last Longer Than It Used to Be?
28:05 • 4min
Capital Structures and Recovery Rates
32:30 • 5min
The Big Winds and Lessons Learned?
37:54 • 3min
Is the Market Getting More Exciting?
41:22 • 5min
The City Bank vs. City Bank: Is City Bank Really Entitled to This Payment?
46:04 • 3min
The First Failure of a Company to Take Advantage of the Automatic Stay of Personal Injury
48:49 • 3min
The Bankruptcy Case - What's the Latest?
51:23 • 2min
The Bankruptcy Club, You Know, I Take a Step There
53:51 • 4min
Are You Hearing Anything?
57:27 • 3min
What's Going to Happen to Unsecured Creditors?
01:00:26 • 5min
The Company's Path Is a Great Way to Show Us What You Got to Market Place
01:04:56 • 5min
The Key Objection From Unsecure Note Holders
01:09:56 • 2min
What's the Latest From Your Side, Eliza?
01:11:32 • 4min
The Pandemic Kid
01:15:43 • 2min