Boaz Weinstein, founder and CIO of Saba Capital Management, and Lotfi Karoui, chief credit strategist of Goldman Sachs, discuss concerns about refinancing risk and maturity wall for corporates and the uncertainties in corporate credit markets. They also explore the outlook for private credit markets in a higher rate environment and examine the argument of amending and extending in private markets.

Lotfi Karoui, Chief Credit Strategist at Goldman Sachs Research, shares valuable insights into the evolving credit markets. He highlights that now could be a prime time to invest in lower-rated debt, particularly in triple Cs and agency mortgages. The discussion reveals a manageable rise in bankruptcies linked to small issuers and notes market stability. Lotfi also emphasizes the significance of monitoring labor market indicators and how credit can act as a hedge against equity market volatility, especially in light of the Federal Reserve's path.

Lotfi Karoui, a Goldman Sachs expert in finance, and Jeff Fine, a real estate professional, dive into the effects of falling interest rates on U.S. real estate. They discuss the implications for commercial real estate amidst the Fed's cutting cycle. The maturity wall poses challenges, especially for the office sector adapting to remote work. However, signs of opportunity emerge in housing and retail, highlighting the importance of navigating market complexities to find profitability. Tune in for insights on how to strategically approach real estate investments!