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debt markets

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Mar 1, 2021 by Damien Bisserier · across every show →

Everything said about debt markets, oldest first

Mar 1, 2021
Assertion Not checkable as stated
Bisserier: Inexpensive near-zero debt creates a major market mispricing
“I'd say also that there is a major mispricing in markets that exist today in the sense that debt is very inexpensive. It's pretty close to zero to borrow, and private strategies utilize that to their benefit.”
Damien Bisserier Mar 1, 2021 ▶ 51:19 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Dec 19, 2022 neutral
Prediction Not checkable as stated
Marshall: Frozen debt markets will prevent private equity fund capital calls
“Even if your cashflow model is wrong on distributions, you're probably not going to get any capital calls anyway, because no one can really fund anything in the debt markets. So for the time being, it won't be a huge squeeze for people because there won't be a…”
Ana Marshall Dec 19, 2022 ▶ 23:19 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Apr 17, 2023 neutral
Assertion Supported
Toomey: PE Managers Are Fully Equitizing Deals to Refinance Later
“We've seen managers essentially fully equitize their companies today. With the view that they're just going to refinance out in a better market instead of taking it as much or at the same level of debt that they've used.”
John Toomey Apr 17, 2023 ▶ 30:16 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
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