KKR's Nat Zilkha on Credit Opportunities

The video discusses the transformation in the banking industry post-financial crisis, highlighting regulatory changes and economic shifts. It explores differences in banking across the US, Europe, and Asia, with a focus on China's bad debt and potential investment opportunities. Current investment strategies are examined, emphasizing a defensive approach in credit markets. The impact of hedge fund redemptions on credit markets is also analyzed, presenting opportunities for long-term investors.

What factors might force China to recognize and address its bad debt?

What is the current approach being taken in credit investments according to the speaker?

How are hedge funds currently responding to the market conditions described?