December 2023 – Van Hesser, Chief Strategist at KBRA
It's going to be back to normal, which will be very different from a lot we've gone through in the last 15 years. - Van Hesser
This Month our guest is?Van Hesser, Chief Strategist at KBRA, a credit rating analysis agency.?Van?is also the host of his own insightful podcast, "Three Things in Credit," which I highly recommend.
In this episode, we dive into the current economic landscape, explore the concepts of economic soft landings, no landings, and where we currently stand. We also discuss the aftermath of the banking crisis earlier this year, the question of systemic risk and private capital, and how to think about the default cycle?– all essential considerations for private capital investors in the coming months.
[3267956]