Joe Hegener

Asterozoa Capital CIO Joe Hegener discusses the basics and current state of the credit market, the potential refinancing wall, and the fundamental criteria he looks at when evaluating companies. They also discuss the limitations of passive investing in credit, the importance of bifurcating the cyclical and secular horizon in macro analysis, and the process of analyzing distressed businesses. They touch on the benefits of ETFs and the challenges of using AI models in investing.