GSO's Scott Sees Disconnect Between Markets and Economy

The video discusses the shift from traditional banks to private credit in the loan market, highlighting strategic and tactical investment decisions in private markets. It addresses concerns about low interest rates in liquid markets and contrasts public and private investment strategies. The speaker emphasizes opportunities during the pandemic, particularly in high-quality investments, and explores creative financing solutions amidst a credit disconnect affecting small businesses.

What opportunities are being identified for investment during the pandemic?

What is meant by the term 'credit disconnect' as discussed in the text?

How does the speaker view the role of fiscal stimulus in supporting smaller companies?