Marks: 5 Years Ago I Turned Cautious on Credit

The transcript discusses the challenges and strategies of shorting credit, emphasizing the importance of timing and market conditions. It highlights the cautious approach needed in investments, especially in high yield spreads, and analyzes market sentiment. Future market predictions are explored, considering potential triggers like Brexit, though its impact is deemed unlikely to be significant.

What is the speaker's view on shorting credit and the associated risks?

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What is the speaker's perspective on the current sentiment in the credit market?

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What does the speaker suggest about high yield bonds and their performance compared to treasury bonds?

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How does the speaker compare the current credit cycle to previous cycles?

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What factors does the speaker believe could trigger a bear market in credit?

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