Canyon Partners Co-CEO on US Economy, Inflation, Credit Markets

The transcript discusses optimism about the US economy, highlighting the inaugural speech as a call for investment. It explores the dynamics of private and public markets, the impact of interest rates and inflation, and the potential for mergers and acquisitions. The conversation shifts to credit markets, emphasizing the importance of distinguishing between short and long-term rates. Opportunities in European markets are highlighted, with a focus on governance and economic growth. Challenges in real estate and asset-backed securities are also discussed, noting the constraints faced by traditional lenders.

What is the speaker's perspective on the current state of credit markets?

How does the speaker view the opportunities in the European market compared to the US?

What concerns are raised about the potential for a financial crisis in the near future?