Capital structures broken by rate surge
The guest argued that the unprecedented 550+ basis point rise in base rates in 2022-23 has left many corporate and real estate capital structures unsustainable at normalized rates, driving a wave of restructurings and liability management exercises.
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The story so far
CONTESTED · 82 MENTIONS · 57 EPISODES · 22 SHOWS
14 AUG 2025 — 16 AUG 2026 · 2D AGO
44 SUPPORT · 11 CHALLENGE · 2 REPEAT · 25 MENTIONED
- THE MEMO BY HOWARD MARKS
9 EPISODES BETWEEN · 15 MENTIONS
- BARRON'S STREETWISE
- THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
- THE LONG VIEW
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL · 3 MENTIONS
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL
- THE MEMO BY HOWARD MARKS
- GOLDMAN SACHS EXCHANGES
- Capital structures broken by rate surge · THIS IDEA
40 EPISODES BETWEEN · 57 MENTIONS
- THE MEB FABER SHOW
- THE INSIGHT BY OAKTREE CAPITAL · 4 MENTIONS
- MACROVOICES
- THE LONG VIEW · 2 MENTIONS
- THE BUSINESS BREW
- THE LONG VIEW · 4 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE LONG VIEW
- FORWARD GUIDANCE
- GOLDMAN SACHS EXCHANGES
- THE INSIGHT BY OAKTREE CAPITAL · 2 MENTIONS
- THE MEB FABER SHOW
- AFFORD ANYTHING
- MASTERS IN BUSINESS · 2 MENTIONS
- CAPITAL ALLOCATORS · 3 MENTIONS
- THE LONG VIEW · 2 MENTIONS
- THE ALPHA EXCHANGE
- THE ALPHA EXCHANGE
- MASTERS IN BUSINESS · 2 MENTIONS
- THE ALPHA EXCHANGE
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE ALPHA EXCHANGE
- ANIMAL SPIRITS · 2 MENTIONS
- CAPITAL ALLOCATORS
- THE ALPHA EXCHANGE · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THOUGHTFUL MONEY
- THE LONG VIEW
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- BARRON'S STREETWISE
- THE DIVIDEND CAFE
- ANIMAL SPIRITS
- EXCESS RETURNS
- THE ACQUIRERS PODCAST · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- BARRON'S STREETWISE · 3 MENTIONS
- CNBC FAST MONEY
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD