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TIP381: High Yield Masterclass w/ David Sherman

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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. 
  • And a whole lot more.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • Spac Informer's website.
  • CrossingBridge's website.
  • Trey Lockerbie's Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Updating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off any order of $125 or more.
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Get help writing your emails, reports, presentations, resumes, blogs today with WordTune.
  • Communicate your ideas in the best way possible with Canva.
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB.
  • Connect with other users - friends, other members, and notable investors with Public.com. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See Public.com/disclosures. Not investment advice.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

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