Summertime and the living is easy
China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion.
0:00 “Maximum” Max #Muncy and value investing
1:53 Cracks in the #China facade
5:19 Debt or equity? The #Netflix conundrum
11:05 Humphrey Hawkins redux and #crypto invades the CFA