Maturity

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Maturity, every show

Credit is simpler than equities because returns don't require market agreement
“I think it's harder for the equity investors because they identify a stock and they make that purchase and then they hope the next day or shortly thereafter, the rest of the market agrees with their investment thesis and buys that stock. So that trades up. If …”
Dave Brizano Sep 12, 2024 ▶ 23:01 David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

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