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In this episode of the Definitely Uncertain Podcast – David Ram is joined by Andrew Herenstein, a partner at Monarch Alternative Capital, a distressed credit investment manager. Andrew delves into the current market conditions, emphasizing the impact of government policies on interest rates and the complexities of real estate investments, especially concerning the imminent challenges in refinancing commercial mortgages. Andrew shares insights around inflation, labor shortages, and supply chain disruptions. This episode offers a comprehensive view of the dynamic world of distressed debt investing and the opportunities it presents in an ever-evolving financial landscape.
