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Invest Like the Best with Patrick O'Shaughnessy
Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161]
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Show Notes
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My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and investment-grade credit markets, and the loan market. We compare today’s environment to the financial crisis and other past crises with lots of nuances that I hope will be helpful to bond and equity investors. Please enjoy.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
– (First question) – An overview of what he covers in the corporate credit markets
– How things have changed in the last couple of weeks
– Composition of the high yield market
– Major sectors of the high yield market outside of energy
– How do they price the risk in securities right now
– How do they handicap a great unknown
– Risk for broader contagion in the overall credit markets
– What’s the downside potential here
– Potential for upside
– How does he view companies that are drawing down on their entire line of credit
– An overview of the loan market
– What warning signs equity investors should be watching for in the bond markets
– What do credit spreads look like today compared to before this crisis
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on Twitter at @patrick_oshag
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