credit recovery rates

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 29, 2023 by Craig Bergstrom · across every show →

Everything said about credit recovery rates, oldest first

May 29, 2023 bearish
Opinion
Bergstrom: Declining recovery rates are a bigger credit trend than defaults
“We're trying to be defensive to a lower recovery environment. That's, I think, a trend that we see as even more dramatic than defaults.”
Craig Bergstrom May 29, 2023 ▶ 54:47 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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