Ares Management's CEO Remains Bullish on Direct Lending

The video discusses the ongoing geopolitical uncertainty and its impact on market fragility, referencing the Q4 2018 shock as a reminder of potential risks. It highlights the possibility of exogenous shocks and the need for credit managers to remain vigilant. The speaker expresses a desire for market volatility, noting that such conditions allow Aries to perform well by capitalizing on undervalued assets.

What does the speaker imply about the current state of the markets?

What does the speaker mean by 'exogenous shock' and how does it relate to their role as a credit manager?

How does the speaker describe the impact of the Christmas Eve shock in 2018?

What factors does the speaker believe contribute to Aries performing well in the markets?

What is the speaker's perspective on market volatility and its effects on investment opportunities?