The Meb Faber Show
The Meb Faber Show
Jan 12, 2022
#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing
Play • 55 min

In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.

In today’s episode, we’re diving into the private credit market. Dan walks us through the process of sourcing private deals, the intricacies around structuring, and his framework for hedging currencies and commodities on a deal-by-deal basis. Then Dan explains why he thinks the CLO market is looking a little bubbly and the impact of COVID on his portfolio. Of course we talk about some examples of his recent deals, including one you’ll love hearing about with the AC Milan soccer club.

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Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

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