Risk and Reality
The discussion dives into the potential risks private equity firms may take to maintain their return profiles and the implications for both creditors and investors. David shares his passion for history and travel, emphasizing the importance of learning from the past. He also highlights a significant pet peeve: cognitive dissonance, stressing the need for facts to guide opinions in the investment world.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Related Questions
What are the concerns in the market as discussed in the episode What David Barse Learned From Watching A Credit Fund Blow Up and the clip Credit Market Resilience?
What are the concerns in the market as discussed in the episode What David Barse Learned From Watching A Credit Fund Blow Up and the clip Credit Market Resilience? and this Market Upside Risks?