

Corporate credit concerns
8 snips Aug 15, 2023
Boaz Weinstein, founder and CIO of Saba Capital Management, and Lotfi Karoui, chief credit strategist of Goldman Sachs, discuss concerns about refinancing risk and maturity wall for corporates and the uncertainties in corporate credit markets. They also explore the outlook for private credit markets in a higher rate environment and examine the argument of amending and extending in private markets.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Concerns about Refinancing Risk and Maturity Wall for Corporates
04:20 • 2min
Concerns and Uncertainty in Corporate Credit Markets
05:52 • 9min
Outlook for Private Credit Markets in a Higher Rate Environment
15:12 • 5min
Examining the Argument of Amending and Extending in Private Markets
20:06 • 3min