

149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners
Aug 1, 2024
Victor Khosla, Founder and CIO of Strategic Value Partners, oversees $18 billion in credit investments. In this insightful discussion, he shares his journey from an 'Accidental Investor' to a key player in distressed debt markets. Victor compares the U.S. and European financial landscapes, pinpointing emerging opportunities amid private equity challenges. He recounts his experience with Swissport's restructuring and emphasizes the critical need for operational involvement when managing high-yield debts. Khosla also discusses the stability offered by infrastructure investments in uncertain markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Trading Distressed Debt: A Journey
01:59 • 5min
Insights from High Yield Debt Markets and Risk Management Lessons
07:07 • 2min
Navigating the Journey of an Evergreen Investment Firm
09:12 • 5min
Navigating the Financial Landscape: Europe vs. America
14:13 • 3min
Navigating the Challenges of High Yield Debt Investment
16:44 • 4min
Navigating High-Yield Debt and Restructuring Opportunities
20:57 • 4min
Navigating Long-Term Investments in High-Yield Debt Markets
25:22 • 2min
The Value of Infrastructure Assets in Investment Strategy
27:51 • 2min
Navigating Investment Opportunities in Emerging Markets
29:53 • 3min