Global Bond Rout Just a Start for Distressed Debt: Khosla

The video discusses the energy crisis in Europe, highlighting its impact on corporate defaults and credit spreads. It explores sector-specific risks, particularly in energy-intensive industries, and examines investment strategies focusing on restructuring. The discussion includes market dynamics, the impact of rising interest rates, and the current state of debt markets. The video also addresses covenant light agreements and creditor clashes in the market.

What is the outlook for corporate lending in the current economic climate?

How do rising interest rates impact corporations' ability to manage debt?

What differences exist between the corporate debt situations in Europe and the United States?