Not Quite the Time to Buy, More Downside to Come: Victor Khosla

The video discusses the current market sell-off due to the coronavirus and oil price shock, highlighting potential further downturns. It explores the impact on existing investments and the opportunities for buying distressed assets. A framework for distressed debt investing is provided, emphasizing the importance of a cushion. The European market is identified as having significant opportunities due to recession fears. The video concludes with a discussion on investment strategies and expected returns, aiming for 20% IRR in a market with short capital supply.

What types of businesses are preferred for investment in the current market?

How does the current market situation compare to previous market crashes?

What returns are investors looking for in the current market conditions?