MB Fund Podcast: Where are all the broke companies? w/ Barry Kogan & Jonathan Rochford

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question “where are all the broke companies?”
On the agenda:
    • What Barry & Jonathan are seeing in Distressed Debt and Insolvency markets
    • Effects of Jobkeeper & Jobseeker on bankruptcies
    • Deferred bank loans and repayments
    • Evergrande, Iron Ore, and Australian property

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

 

 


Damien Klassen is Head of Investments at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Nucleus Wealth Management is a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

 

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Comments

  1. Goldstandard1MEMBER

    So where are they and the foreclosures on their houses? Also let’s establish the cliff timings. Zombies are everywhere.

    • Well, our neighbour of 20 years moved out last weekend.
      Business failure;
      – marriage gone( and not amicably).
      – bank taking possession of the house next week.
      She’s mid fifties, working luckily.
      But she still has debt to pay, and she will probably never own the roof over her head again.
      I think it’s happening, or at least starting to.

  2. Jumping jack flash

    Debt built on top of debt, repaid by more debt.
    Its the system we voted for. Its the system we love.

    Good luck changing it now. It is of course possible, but quite a few powerful vested interests might have other ideas.

    As long as consumption is maintained then we can conceptually perform a debtectomy on the economy, but it wont be easy.