Peter Tchir, Michael Buchanan Examine U.S. Credit Markets

The video discusses the current state of credit markets, focusing on foreign investments in risky corporate debt and the shift towards leveraged loans due to rising Libor rates. It highlights market strategies, emphasizing the importance of fundamentals despite market trends. The discussion covers default risks, investment opportunities, and the impact of Libor changes on bank borrowing costs. The video also explores the appeal of bank loans and floating rate notes in the current financial landscape.

What is the significance of moving up the capital structure in the context of safety?

What strategies are being employed to navigate the current corporate credit landscape?

How do regulatory changes impact bank borrowing costs and the overall credit market?