Where KKR's McVey Is Finding Opportunities in Markets

The video discusses market trends, central bank liquidity, and investment strategies. It highlights the bifurcation in markets, the impact of the coronavirus, and the focus on cash flow. The discussion also covers technological changes and market opportunities, emphasizing the importance of active management and hedge funds.

What does the term 'return on capital' signify in the context of market themes?

How has the coronavirus outbreak affected investor sentiment and market behavior?

What strategies are suggested for navigating the current market transition?