Where KKR's Sheldon Is Finding Opportunities in Credit

The video discusses the current market conditions, highlighting the lack of confidence and conviction in the bond and stock markets. It explores the impact of the Federal Reserve's decisions on interest rates and the resulting market strategies. The discussion compares credit and equities, emphasizing the attractiveness of credit in uncertain times. It also analyzes the dynamics of leveraged loans and the CLO market, and examines trends in M&A and private equity activities, focusing on liquidity and asset-based finance.

How does the speaker describe the current state of the bond market compared to the stock market?

What factors contribute to the lack of confidence in the market as discussed in the text?

What is the significance of deploying capital now according to the speaker?

What are the potential risks associated with the Fed's actions as mentioned in the text?

What types of credit does the speaker express a preference for and why?

How does the speaker view the current M&A landscape in relation to private equity?

What challenges are faced in pricing private market deals compared to public market deals?