At the end of 2011 Boaz Weinstein, founder of Saba Capital Management LP, was on Bloomberg TV talking about his strategy for Europe and credit relative value investing. He talked about how Europe will be the main focus for the markets in 2012. He thinks Italian debt above 7% is attractive relative to the equity markets and the corporate debt market. He then spoke about Greek CDS and what value he sees there. Overall its a pretty interesting and rather rare interview with Boaz.
Enjoy.
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