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    Explore "distressed debt" with insightful episodes like "Caesars Part III: Interview with Sujeet Indap, Author of Caesars Palace Coup", "Howard Marks on China, Risk, and Interest Rates", "The Father Of CMBS Says We’re In ‘Uncharted Territory’ When It Comes To Valuing Real Estate" and "#53 Howard Marks: Luck, Risk and Avoiding Losers" from podcasts like ""The Wall Street Skinny", "Motley Fool Money", "Odd Lots" and "The Knowledge Project with Shane Parrish"" and more!

    Episodes (4)

    Caesars Part III: Interview with Sujeet Indap, Author of Caesars Palace Coup

    Caesars Part III:  Interview with Sujeet Indap, Author of Caesars Palace Coup

    Wrapping up our 3-part Caesars Palace Coup series by interviewing one of the authors, Financial Times writer Sujeet Indap.  Sujeet explains securitization, subordination, and distressed debt investing through the lens of Caesars’ LBO and subsequent restructurings.  We discuss the future of private credit, a segment of the industry currently getting a lot of attention.  Sujeet gives us the inside scoop on what it was like interviewing the titans of private equity, hedge funds, and law (as well as combing through thousands of pages of legal documents).  And we touch on the role (or lack thereof) of women on the private investing side of the industry. 

    Caesars Palace Coup, by Max Frumes and Sujeet Indap, is available here:  https://www.amazon.com/Caesars-Palace-Coup-Billionaire-Exposed/

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    Howard Marks on China, Risk, and Interest Rates

    Howard Marks on China, Risk, and Interest Rates
    If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change   Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey  Engineers: Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Father Of CMBS Says We’re In ‘Uncharted Territory’ When It Comes To Valuing Real Estate

    The Father Of CMBS Says We’re In ‘Uncharted Territory’ When It Comes To Valuing Real Estate

    There are some sectors of the real estate market, such as suburban residential housing, that are doing just fine throughout this crisis. However, other areas are facing true existential risk. The value of commercial real estate in big cities is extremely uncertain due to the combination of the virus itself, potential migration out of cities, and the fact that so many people can work from home. On this episode, we speak with Mosaic Real Estate Partners Managing Partner Ethan Penner, who has been described as the father of Commercial Mortgage-Backed Securities, on real estate market structure and what it means for the billions of dollars worth of assets that are on the line.

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    #53 Howard Marks: Luck, Risk and Avoiding Losers

    #53 Howard Marks: Luck, Risk and Avoiding Losers

    Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans.

     

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