loan defaults

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 24, 2023 by Kipp deVeer · across every show →

Everything said about loan defaults, oldest first

Jul 24, 2023 neutral
Assertion Supported
Leveraged Loan Defaults Historically Concentrate in Six to Ten Industries
“So if you decompose the LCD index, it's really obvious where the defaults are. They're in six to 10 industries, and most of the other industries tend to outperform.”
Kipp deVeer Jul 24, 2023 ▶ 39:47 Kipp deVeer – The World of Private Credit at Ares (EP.329)
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