The Memo by Howard Marks The Insight: Conversations – Performing Credit Quarterly 1Q2023
21 snips
Apr 20, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 4min
The Sea Change of the Banking Sector in the First Quarter
04:07 • 5min
The Implications of the Silicon Valley Bank Meltdown
08:55 • 2min
The Distressed Opportunity
11:18 • 2min
The Implications for Private Credit
13:19 • 5min
The Long Term Implications of Private Lending
18:34 • 2min
The Evolution of the Direct Lending Market
20:39 • 2min
The Implications of the Easy Money Environment
22:57 • 4min
The Complexity of Investment Decisions
26:38 • 5min
The Risky Thing in the World Is to Believe There's No Risk
32:04 • 3min