Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right? Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades. Shah also explores what makes Europe’s credit markets so complex and inefficient compared with the US, how private credit is reshaping the landscape, and why the rule of law matters more to investors than many might think. Hosted on Acast. See acast.com/privacy for more information.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from The Long-Short
139. Can private capital help build a more climate resilient world?
138. The UK is rewriting the rulebook for hedge funds
137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)
From the archive: Catastrophe bonds - where finance meets the forces of nature
Get summaries like this every morning.
Free AI-powered recaps of The Long-Short and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.