Lewinsohn: Distressed debt's best opportunities come from sector microcycles
Jonathan Lewinsohn · Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) · Feb 2, 2026 · at 28:31
Jonathan Lewinsohn, co-founder of credit hedge fund Diameter Capital Partners, explains why rare broad recessions make industry-specific microcycles the primary opportunity in distressed investing.
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“What it means is the best opportunity for distressed has been micro cycles.”
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