Credit Risk Restructuring Treasury Valuation 
Barry Ritholtz
SEPTEMBER 26, 2023
So, 00:25:13 [Speaker Changed] So let’s talk about that before we get to private credit. First time in decades, treasuries and investment grade corporates, it’s, it’s an attractive yield at five 5.5%. Tell us about what’s going on today that makes it so interesting. That’s an example.
Barry Ritholtz
DECEMBER 20, 2022
It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah.
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