Credit event: phase 2 - Michael Gayed
Nov 26, 2023 ·
9m 59s
Why https://seekingalpha.com/author/michael-a-gayed-cfa?source=wsb_podcast:credit_event_phase_coming_michael_gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to...
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Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
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Show Notes:
JNK: At The Center Of A Credit Event
Michael Gayed On Credit Event Phases And The Fed's Unprecedented Moves
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Subscribe to Michael's Lead-Lag Report
Show Notes:
JNK: At The Center Of A Credit Event
Michael Gayed On Credit Event Phases And The Fed's Unprecedented Moves
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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