KKR's McVey Says the Market Has Over Corrected

The video discusses market predictions and changes for 2019, highlighting shifts from monetary to fiscal policy and the resulting market volatility. It explores investment strategies, particularly in asset allocation and credit, and provides economic forecasts for GDP growth and market conditions. The analysis of credit markets emphasizes the importance of being selective in investments, especially in high yield and leveraged loans.

What did the speaker mean by 'the game has changed' in the context of market outlook?

How is the shift from monetary policy to fiscal policy expected to impact investors?

What are the implications of tightening financial conditions as mentioned in the text?

Discuss the potential effects of rising geopolitical tensions on global supply chains.

What factors are contributing to the projected slowdown in GDP growth?

How does the speaker justify the attractiveness of public equities despite slowing growth?

What are the key differences between high yield, liquid credit, and private credit as discussed?