Adam Sklar

Adam Sklar, Co-Chief Investment Officer at Monarch Alternative Capital, discusses critical trends affecting corporate credit and investment strategies. He emphasizes that a declining US economy poses a bigger threat than fraud, highlighting widespread economic pain. Sklar points to sectors like autos and chemicals as potential opportunities while warning of risks in software companies. He also examines how tariffs impact consumer prices and explores the role of loan modifications in restructuring, revealing that careful monitoring is essential in a volatile landscape.