Distressed

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

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CAPITAL ALLOCATORS Insight

Lewinsohn: Distressed debt's best opportunities come from sector microcycles

“What it means is the best opportunity for distressed has been micro cycles.”

Jonathan Lewinsohn Feb 2, 2026 ▶ 28:31 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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