Minerd Says Investment Grade Credit 'Looks Pretty Good'

The video discusses the potential opportunities in corporate credit, particularly investment-grade bonds. It explores investment strategies, highlighting the importance of relative value and the challenges of unrealistic debt expectations. A case study on Carvana illustrates the financial strategies companies might employ. The video concludes by evaluating business models and their viability in the current market.

What concerns does the speaker express about companies relying on unrealistic debt rollover rates?

What are the two strategies mentioned regarding the company Carvana?