Here's your summary from KKR Says Investors Are ‘Too Focused’ on Credit Spreads (https://www.youtube.com/watch?v=wBWcuo9Frro) on the Bloomberg Television channel:
**TLDR:** KKR believes investors are overly focused on credit spreads and should consider absolute dollar price, sees opportunities in credit picking, and leans towards asset-based finance in the private credit market.
1. KKR emphasizes looking at the absolute dollar price of the index rather than just spreads to find value in credit.
2. They see opportunities in credit picking, particularly in lower-rated triple C loans with motivated sellers.
3. KKR leans towards asset-based finance and capital solutions in the private credit market, finding less correlation with fundamental corporate macro risk.
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