Retail Distress Dynamics
Chris discusses the evolving landscape of distress cycles, highlighting the unique challenges posed by the Amazon effect on non-Amazon retail. He emphasizes the importance for active managers to be proactive, recognizing opportunities in distress rather than waiting for a major market collapse. With significant capital on the sidelines, the conversation turns to who will seize the moment first in this shifting economic environment.In this clip
From this podcast
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Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
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