Oaktree Looks to China, Private Credit Amid Distressed Drought

The video discusses the current state of the financial market, focusing on debt issuance and the lack of opportunities in distressed debt due to a strong economy and generous capital markets. It explores potential investment opportunities in China, emphasizing the importance of the rule of law. The video also covers the mainstreaming of distressed debt and the shift towards alternative investments like private lending and real estate, highlighting the risks and overvaluation in certain asset classes.

In what ways does the speaker believe that China presents investment opportunities?

What does the speaker mean by 'baby cash' in the context of investing?

How does the speaker view the relationship between market enthusiasm and stock valuations?