Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161]

Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161]

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 1:08 – (First question) – An overview of what he covers in the corporate credit markets 1:52 – How things have changed in the last couple of weeks 3:56 – Composition of the high yield market 7:07 – Major sectors of the high yield market outside of energy 8:39 – How do they price the risk in securities right now 11:21 – How do they handicap a great unknown 13:00 – Risk for broader contagion in the overall credit markets 14:49 – What’s the downside potential here 16:31 – Potential for upside 18:33 – How does he view companies that are drawing down on their entire line of credit 19:44 – An overview of the loan market 20:42 – What warning signs equity investors should be watching for in the bond markets 21:57 – 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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Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of ...

16 Joulu 20251h 47min

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before.  I will never forget when I first met Gavin in 2017. I ...

9 Joulu 20251h 25min

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era –...

2 Joulu 20251h 7min

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless buil...

28 Marras 20251h 15min

Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure,...

25 Marras 20251h 10min

Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chai...

19 Marras 20251h 2min

Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]

Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]

My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Mir...

11 Marras 202542min

Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons ful...

4 Marras 20251h 21min

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