Talk Your Book: Public and Private Market Credit Opportunities

Animal Spirits Podcast

On today's show, Ben Carlson and Michael Batnick are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital's Credit Opportunities Strategy to discuss how interval funds work, navigating interest rate increases within your bond allocation, how Polen Capital is actively managing bonds, the biggest risk to high yield bonds, how Polen Capital values businesses, thoughts on why spreads have remained tight, and much more!

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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