Andrew Milgram
6 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Apr 21, 2022 by Andrew Milgram · said 1 times in 1 episodes since 2022 · across every show →
On the record as a speaker too: Andrew Milgram's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Ted Seides (1)
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2022 1 mention in 1 episode
Everything said about Andrew Milgram, oldest first
Apr 21, 2022 bearish
Many levered borrowers are already unable to satisfy their debts
“What we see today as we look at the earnings power of companies that we're talking to lenders about, that they are in that place already. They are facing real inability to satisfy their debts as they come due, which is one of the classic destinations of insolv…”
Apr 21, 2022
Creditor-on-creditor violence and priming transactions will increase in coming years
“And this creditor on creditor violence is a rising trend that I don't see going away anytime soon. Until the creditor groups start to write tighter credit agreements, or the courts define very narrow guidelines around how these credit agreements can be interpr…”
Apr 21, 2022
Apr 21, 2022 positive
Apr 21, 2022 neutral
Apr 21, 2022 bullish
Restructuring will drive contract price resets across multiple sectors
“We haven't seen that kind of opportunity since like the early 2000 when natural gas spiked and we had to do a sort of price reset through the petrochemicals chain. But it strikes me that we're going to see that across a number of sectors in the coming period.”