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Dan Montegari
Head of Research for Corporate Credit at Guggenheim Investments. Discusses credit quality, market weaknesses, and the impact of tariffs.
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Jul 22, 2025
• 32min
Episode 72: Credit Cycle Check-In
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Tom Hauser, Head of Corporate Credit, and Dan Montegari, Head of Research for Corporate Credit, share their expertise on the current credit cycle. They dive into the complexities of tariff impacts on industry competitiveness and credit quality, revealing insights on the divergence between high yield and bank loan sectors. The discussion also highlights the role of AI in investment strategies and the necessity of strong credit analysis amid market volatility. Tune in for tips on finding value in this challenging landscape!
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