Cyclical Recovery

topic on 1 show · 1 statements across 1 episodes

1 statements about Cyclical Recovery, every show

Liow: The worst-quality levered businesses fly the highest in cyclical recoveries

“And actually a cyclical recovery, yet alone one of this size, the worst quality businesses fly the most. In fact, the worst quality businesses that are levered fly the most.”

Yen Liow Apr 12, 2021 ▶ 1:05:13 Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)

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Cyclical Recovery

1 statements about Cyclical Recovery, every show

Turn any episode into a week of clips.