Victor Khosla Sees Distressed Opportunities in High Yield

The video discusses the current distressed market opportunities, highlighting the high yield default rate and its implications. It explores creditor disputes, restructuring, and the role of private equity. The analysis compares US and European markets, noting the slower recovery in Europe. Recovery rates are expected to be lower due to private equity's influence. The buy side faces challenges but sees new opportunities. The focus is on sectors like industrial businesses, avoiding those undergoing structural changes.

How does the current economic situation compare to previous crises in terms of investment opportunities?

What challenges do sectors like airlines and retail face in the current economic climate?

What are the key sectors that investors are focusing on amidst the distressed market conditions?