Marty Fridson, chief investment officer Lehmann, Livian, Fridson Advisors LLC and “One of Wall Street’s most thoughtful and perceptive analysts” according to the New York Times, stops by to discuss all things credit.
2:54 What’s new in high-yield and leveraged loans
7:30 Marty’s preferred income-generating assets
13:00 A garden-variety recession: Enough to spur widespread defaults?
19:24 Price controls, central planning and central banking
24:03 Can negative-yielding issuers default?