Jason Mudrick

In this discussion, Jason Mudrick, the Chief Investment Officer and founder of Mudrick Capital Management, shares his insights on the anticipated rise in debt defaults over the next seven years due to high funding costs. He highlights that the normalization of interest rates, rather than economic downturns, is driving this trend. Mudrick also dives into notable debt restructurings involving Tropicana and Yellow Pages and discusses emerging investment opportunities in innovative sectors like flying taxis.

Stuart Simpson, CEO of Vertical Aerospace, is on a mission to make flying taxis a reality, while Jason Mudrick, founder of Mudrick Capital Management, supports this revolutionary venture as its largest shareholder. They discuss the exciting timeline for commercial flying taxis, projecting availability by 2028. The conversation dives into the technological advancements needed for eVTOL aircraft, the concept of vertiports in urban transportation, and the essential regulatory frameworks that will ensure safety in this emerging industry.

Joining the conversation are Jason Mudrick, founder and chief investment officer at Mudrick Capital Management, with a sharp focus on distressed investing, and Dan Fisher, partner at Akin Gump, co-heading the Capital Solutions Group. They tackle the inefficacies of disqualified lender (DQ) lists, questioning their true impact and worth. The duo delves into the strategies sponsors employ in credit markets, the implications of Distressed Qualified lists, and the complexities of navigating financial transactions, advocating for better transparency and efficiency in the sector.