Opportunities in Credit Markets with Tom Carney, Weitz Investments

The Contrarian Investor Podcast

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12M ago 46:35

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This episode was released to premium subscribers on Oct. 26 without ads or announcements. More information about premium subscriptions is available on our Substack or Supercast.

Tom Carney, co-head of fixed-income at Weitz Investments, joins the podcast to discuss his (perhaps surprisingly) optimistic view of bond and credit markets.

Content Highlights

Carney's views on the bond market. Interest rates have created a much-improved, encouraging environment for investors (1:33);
Opportunities include the non-corporate bond market, specifically the asset-backed securities market (5:38);
The guest has a unique view into consumer lending. There are defaults, but not more than usual (10:37);
Discussion of the mortgage-backed securities market. There too, defaults are not particularly prevalent (13:05);
How big of a concern is the Fed? (24:25);
Background on the guest (29:57);
What about his concerns facing markets at present? (38:09).

For more information on the guest, visit the website WeitzInvestments.com.

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