

The Insight: Conversations – European Credit at a Turning Point
25 snips Sep 8, 2023
Armen Panossian, Madelaine Jones, and Nael Khatoun discuss the current state of European credit, challenges created by the end of the easy money era, risks from geopolitics and AI, and the quality advantage in European markets. They also explore the shift from bank dominance to private credit, macro themes in European and US markets, jurisdictional differences in European investing, labor shortage concerns, and navigating uncertainty in the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Evolution of European Credit Market
03:00 • 4min
Analysis of Macro Themes in European and US Markets
06:34 • 18min
Jurisdictional Differences in European Investing
24:44 • 9min
Labor Shortage, AI Risks and Opportunities
33:16 • 2min
Navigating Uncertainty in the Market
35:30 • 4min
Ending Notes and Disclaimers
39:33 • 3min