Canyon Partners' Julis: Opportunity in Trump Uncertainty

The video discusses the late stages of the credit cycle and the uncertainty brought by Trump's presidency. It explores the difference between uncertainty and risk, highlighting the importance of preparation. The discussion identifies sectors like media, healthcare, and finance as ripe for disruption and opportunity. It delves into credit market dynamics, emphasizing the non-uniform nature of credit markets and investment strategies. The video concludes with insights into investment strategies, particularly in real estate and fixed income, and comments on market valuation.

What does the term 'credit cycle' refer to in the context of economic conditions?

How does the uncertainty presented by a president affect the credit cycle?

What is the significance of the book 'Undoing Project' by Michael Lewis in relation to behavioral finance?

In what ways can investors prepare for uncertainty in the market?

What sectors are identified as having opportunities due to disruption and uncertainty?