"In every deal we do, we model in a mild recession", Jeff Aronson, Co-Founder, Managing Principal, Centerbridge Partners told us at SuperReturn International.
In this fireside chat, Jeff Aronson explores the market risks and how vulnerable private capital is to the potential of recession.
00:48 - Unnerving market conditions
02:19 - Recession: what are the chances?
05:55 - From mild to severe recession
08:53 - Private debt: a source of vulnerability?
12:06 - Centerbridge deals through time: building resilience
16:56 - What's unique about Centerbridge deals?
21:00 - Are there sectors you're avoiding?
22:32 - The future of Centerbridge
25:13 - What are the risks we'll be talking about next year?