KKR's Weinstein on Distressed-Debt Investing Strategy

The transcript discusses the current state of credit markets, highlighting the availability of credit and potential future risks. It explores distressed opportunities, market conditions, and the impact of quantitative easing. The discussion includes an analysis of maturity profiles, refinancing activities, and sector-specific insights into energy and retail. The transcript also covers the dynamics of the coal market, differentiating between metallurgical and thermal coal.

What indicators suggest a change in the retail sector's health?

What strategies can companies employ to survive in a changing retail environment?

How do market dynamics differ between metallurgical coal and thermal coal?