Acito: The next credit distress cycle could be an "Amazon distress cycle"
Chris Acito · Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33) · Dec 11, 2017 · at 55:30
Chris Acito, CEO and CIO of Gapstow Capital Partners, argues that credit distress manifests within isolated sectors rather than across the entire economy.
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“Maybe, maybe the next distress cycle is called the Amazon distress cycle. Again, where you have severe displacement of certain industries happening during a period of time in which the broader economy is doing fine”
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