{"podcast":{"title":"The Long-Short","slug":"the-long-short-4366180","podcast_index_feed_id":4366180,"rss_url":"https://feeds.acast.com/public/shows/636b781f4a382300110bb134","website_url":"https://www.linkedin.com/company/the-alternative-investment-management-assocation","image_url":"https://assets.pippa.io/shows/636b781f4a382300110bb134/show-cover.jpg","author":"AIMA","episode_count":154,"summary":"Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-30T22:20:36.683124+00:00","page_url":"https://stenobird.com/podcast/the-long-short-4366180"},"episode":{"title":"133. Why European distressed debt is back in focus","slug":"133-why-european-distressed-debt-is-back-in-focus","published_at":"2026-05-20T10:33:10+00:00","page_url":"https://stenobird.com/podcast/the-long-short-4366180/133-why-european-distressed-debt-is-back-in-focus","show_page_url":"https://stenobird.com/podcast/the-long-short-4366180","url":"https://shows.acast.com/the-long-short/episodes/133-why-european-distressed-debt-is-back-in-focus","audio_url":"https://sphinx.acast.com/p/open/s/636b781f4a382300110bb134/e/6a0d8de5e07cbb249e33060e/media.mp3","summary":"Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right?   Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades.   Shah also explores what makes Europe’s credit markets so complex and inefficient compared with the US, how private credit is reshaping the landscape, and why the rule of law matters more to investors than many might think. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s r…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2451,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-long-short-4366180/episodes/133-why-european-distressed-debt-is-back-in-focus/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-long-short-4366180/133-why-european-distressed-debt-is-back-in-focus.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}