Marathon's Richards Says 'Everything Is on Sale' in Credit Markets

The video discusses the current state of money market funds, highlighting their record levels. It explains the investment strategies employed by Marathon, focusing on high yield bonds, private credit markets, and commercial real estate loans. The video emphasizes the importance of selecting the right properties in CNBS transactions and discusses the benefits of investing in credit markets, which are currently offering attractive yields compared to traditional stocks. The overarching theme is the strategic approach to maximizing returns in the current economic climate.

Discuss the approach taken when evaluating commercial real estate loans in a CNBS transaction.

What is the investment strategy related to the phrase 'don't fight the Fed' as mentioned in the text?