Here's What's Happening in Investment Grade Credit

The video discusses the current focus on deleveraging in the telecom sector, highlighting the concept of a 'debt diet' due to increased global debt since 2009. It examines concerns about the expanding Triple B sector, which is the largest component of the investment-grade market, and its potential impact on the economic and credit cycles. The discussion also covers investment strategies related to Triple B bonds, emphasizing the importance of understanding market perceptions and the economic cycle.

Discuss the implications of the spread between triple B's and double B's.

What observations were made regarding the concerns about the triple B market?