Animal Spirits Podcast

Talk Your Book: Public and Private Market Credit Opportunities

Jul 9, 2024
Ben Santonelli, from Polen Capital, discusses interval funds, managing interest rates in bond allocation, valuing businesses, and risks in high yield bonds. They explore strategies for navigating the low yield environment, the impact of interest rate moves, and the importance of sector specialization in credit opportunities.
Ask episode
Chapters
Transcript
Episode notes