TIP381: High Yield Masterclass w/ David Sherman

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Business, Investing

4.6 • 3.6K Ratings

🗓️ 24 September 2021

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention. IN THIS EPISODE, YOU’LL LEARN: (21:33) Short and low duration investing. (24:25) Responsible credit strategies. (37:02) How SPACs create an interesting asymmetric risk/reward profile. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Spac Informer's website. CrossingBridge's website. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You're listening to TI-P.
0:03.0	On today's episode, I sit down with David Sherman.
0:06.0	David is the founder, president, and portfolio manager of Crossing Bridge advisors, which
0:11.2	currently has over $2.3 billion in assets under management.
0:15.3	I brought David on to do a masterclass on investing in high-yield corporate debt.
0:19.9	It's such an interesting asset class that doesn't get a lot of attention in my opinion.
0:23.2	In this episode, we also cover short and long duration investing, responsible credit strategies,
0:29.0	how SPACs create an interesting asymmetric risk reward profile, and a whole lot more.
0:34.9	David is so enjoyable to talk to and he lays out his strategies in a very clear and concise
0:39.4	manner.
0:40.4	So without further ado, please enjoy this masterclass on high-yield debt with David Sherman.
0:46.4	You are listening to THE Investors Podcast.
0:52.5	Where we study the financial markets and read the books that influence self-made billionaires
0:56.9	the most.
0:57.9	We keep you informed and prepared for the unexpected.
1:10.0	Welcome to THE Investors Podcast.
1:11.8	I'm your host, Tray Lockerby, and today we have David Sherman.
1:16.0	Welcome to the show, David.
1:17.4	Thank you, Tray.
1:18.8	Really excited to have you on, David, because you've had a long career primarily investing
1:23.0	in high-yield corporate debt, which is something we've really never talked about on this show.
1:28.4	We just had Howard Marx on the show.
	...

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