# Finding durable value in high yield tech & financials

Page: https://stenobird.com/podcast/capital-ideas-podcast-325910/finding-durable-value-in-high-yield-tech-financials
Text version: https://stenobird.com/podcast/capital-ideas-podcast-325910/finding-durable-value-in-high-yield-tech-financials.md
Podcast: [Capital Ideas podcast](https://stenobird.com/podcast/capital-ideas-podcast-325910)
Published: 2026-02-04T14:55:56+00:00
Episode link: https://capitalideas.libsyn.com/finding-durable-value-in-high-yield-tech-financials
Audio file: https://traffic.libsyn.com/secure/capitalideas/03_FF_TAV_Ep_21_Find_durable_value_in_high_yield_tech_and_financials_-16db.mp3?dest-id=473267
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JSON: https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910/episodes/finding-durable-value-in-high-yield-tech-financials
Duration seconds: 1208

## Resource

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields , an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 202 6 , all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve peopl…

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## Transcript

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