Leveraged Loans Are Way Beyond Where They Need to Be, Says Arena Investors’s CEO

The video discusses the risks and opportunities in leveraged lending, highlighting concerns about credit quality and market overheating. It explores investment strategies in illiquid markets and identifies cracks in the securitization market. The discussion also covers potential opportunities in the European banking system, particularly in Greece and Italy, due to monetary policy impacts.

What are the concerns raised about leveraged loans in the current market?

What opportunities does the speaker see in the context of a potential recession?

How does the speaker describe the current state of credit quality across various asset classes?

What factors are contributing to the deterioration in credit quality according to the speaker?

What is meant by 'japanisation' of Europe as mentioned by the speaker?