Latest news with #SamGeier
Bloomberg
29-05-2025
- Business
- Bloomberg
Canyon's Kivitz on Cycles, Risk and Uncertainty: Credit Crunch
Market uncertainty can create it's own opportunity, and when it comes to investing, 'rules are meant to be broken in terms of finding attractive situations.' That's according to Jeffrey Kivitz, Chief Investment Officer for Canyon Capital Advisors, who joins Bloomberg Intelligence's Noel Hebert and Sam Geier on this episode of Credit Crunch to discuss the firm's approach to distressed and opportunistic credit. We talk about pricing risk amid uncertainty, solving for borrower needs, why the ingredients may be in place to see and more traditional, elongated credit cycle, and much more. Listen to this episode on Apple Podcasts and Spotify.
Bloomberg
10-04-2025
- Business
- Bloomberg
Metacapital's Narula on Mortgage Market Shakiness: Credit Crunch
The mortgage market may be on the brink of major transformation amid freshly implemented tariffs, proposed deregulation, and the potential privatization of Fannie Mae and Freddie Mac. In this episode of Credit Crunch, Bloomberg Intelligence's Noel Hebert and Sam Geier are joined by Deepak Narula, Founder and Co-CIO of Metacapital Management, to explore emerging opportunities in the mortgage-backed securities (MBS) space. The discussion hits on the negative convexity profile for the asset class, prepayment impacts, stagflation scenarios, utilizing machine learning models, Fannie and Freddie going private and more.
Bloomberg
29-01-2025
- Business
- Bloomberg
Arini's Lemssouguer on Dislocated European Credit: Credit Crunch
European credit markets have gone through a significant shift in market dynamics over the past five years, as low-interest-rate debt is coming due and traditional sources of financing retreat. Bloomberg Intelligence analysts Noel Hebert and Sam Geier are joined by Arini Capital Management CIO and Founder Hamza Lemssouguer on this episode of Credit Crunch to discuss how Arini is capitalizing on structural inefficiencies in high yield credit markets. The conversation gets into the founding of the firm and their approach to running a long/short book before touching on the extension into CLOs, dispersion despite tight spreads and the impact of shifting costs of capital.
