Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Opportunistic credit thrives as debt maturities wall hits
The speakers argued that higher-for-longer interest rates will force over-leveraged borrowers from 2021-2022 into restructurings, creating substantial distress and opportunistic lending opportunities.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.