Where 400 Capital's Hentemann Is Finding Value in Credit Markets

The transcript covers discussions from the Salt Conference, focusing on credit markets, mortgage opportunities, and market inefficiencies. It explores the impact of tax policies on housing prices, particularly the Trump tax bill, and contrasts high-end and low-end housing markets. The conversation also highlights investment opportunities in Europe, especially in Spain and Portugal, and discusses strategies for hedge fund survival in today's market.

How does Chris Hentemann describe the current landscape of direct lending?

What challenges do hedge funds face today compared to 2008?

What strategies does Chris Hentemann suggest for surviving as a hedge fund?