Thoughts from the Ledge

EP28: Reading the Balance Sheet: How Jay Kish Evaluates Corporate Debt

Grey Ledge Advisors Episode 29

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 6:43

Send us Fan Mail

How Jay Kish Evaluates Corporate Debt
 Description: Jay Kish returns for a deeper dive into how Grey Ledge sizes up a company's financial health before investing. He walks through what a strong balance sheet looks like, the questions he asks when a company takes on new debt or announces an expansion, and why straying from a clear strategic plan is one of the biggest red flags he watches for. The conversation also covers how staple companies and cyclical or industrial companies can safely carry different amounts of leverage, and wraps with Jay's take on today's bond market, including why Grey Ledge is keeping duration short given historically high debt to GDP levels.