Strategic Value's Khosla Likes Europe Distressed Debt

The video discusses Strategic Value Partners' approach to finding investment opportunities by identifying cracks in the economic narrative. It highlights the focus on European banks, infrastructure, and toll roads as potential investments. The challenges in toll road investments, such as leverage and interest rate swaps, are examined. The retail sector is identified as being in distress, with many businesses in secular decline. The video concludes with an overview of current investment strategies, emphasizing a balanced approach to buying and selling distressed debt.

Explain the impact of interest rate swaps on toll road investments.

What are the key sectors where distressed debt investments are currently being made?

What has been the trend in distressed debt investment activity in recent years?