Fridson Sees Value in Beat Up BB Rated Bonds and Illiquid Issues

The video discusses the wave of super downgrades in the market, analyzing default rates and the role of the Fed in creating zombie companies. It evaluates the utilities and tech sectors, provides insights into the oil and retail sectors, and explores investment opportunities and valuation models.

What statistical issues are present when analyzing default rates and economic conditions?

How might rising oil prices impact the financial stability of shale producers?

What are the characteristics of companies that are trading at distressed levels?

In what ways might the current economic conditions affect the valuation models used by investors?