The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevertheless there are lucrative fixed-income opportunities on the long- as well as short-side. He warns of the risks he sees in leveraged loans (as well as the CLOs that package them), noting the "asset-liability mismatch" as one of his most severe concerns. Other topics include: regulatory change, interest rate risk, and idiosyncratic plays in energy and real estate.
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