Yesterday, Avenue Capital's Marc Lasry appeared on CNBC to talk about markets and his latest positioning.
He noted they're still long
J.C. Penney bonds and think things will work out as it's essentially a
turnaround bet. We've previously posted Lasry's presentation on JCP bonds.
They see opportunities in Europe due to the
deleveraging and are also looking to do direct lending to take advantage. He said you want to focus on equities in Southern Europe but bonds in Northern Europe.
Embedded below is the video of Marc Lasry's interview:
If you missed it, we also posted up Jamie Dinan's interview as well as Lee Cooperman's interview from the same segment.
Friday, December 20, 2013
Marc Lasry Sees Opportunities in Europe: Interview
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