Troy Gayeski on Search for Yield and Brexit Strategy

The video discusses the dynamics of credit markets, focusing on investment grade credit, structured products, and the impact of economic factors like Brexit and China's economy. It explores the potential for recession, the role of collateralized loan obligations, and strategies for managing market volatility and distortions. The discussion highlights the importance of understanding technical and fundamental factors in investment decisions.

What factors are contributing to the current performance of investment-grade credit?

How do technical dislocations in the market affect asset prices?

What are the implications of a potential recession on US assets?

How does the performance of collateralized loan obligations (CLOs) reflect market conditions?

What strategies are being employed to navigate the current market conditions?

Discuss the impact of risk retention rules on the credit market.

What are the key differences between technical and fundamental factors in the current market?