Cruise Lines Poised to Tighten to Peers; Disney Risks

In this podcast episode, the hosts explore the complex world of investment opportunities in the US and European markets, highlighting both valuable insights and potential risks related to investment-grade and high-yield assets. Experts Steve Flynn and Aidan Cheslin share their thoughts on standout investment-grade options like Rolls Royce and UBS, while also pointing out promising high-yield opportunities such as Cody and various cruise lines. As the conversation unfolds, they caution listeners about the significant risks associated with companies like Disney and the broader economic landscape, emphasizing the need for careful navigation in a constantly changing market.