Global Investment Insights
Josh highlights the significant increase in returns from securitization tranches, particularly in unsecured loans. He discusses the complexities of investing in China's troubled property sector and shares insights on the opportunities in European markets, emphasizing the need for caution due to potential economic downturns and geopolitical risks. The conversation underscores the importance of understanding jurisdictional rules and preparing for unexpected challenges in the investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
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