How To Survive the Next Crash AND Still Win I Steven Bavaria
Steven Bavaria, author of The Income Factory, breaks down a simple stress-reduced way to target by owning credit through diversified funds, including CEFs, compounding the income and avoiding sequence risk in retirement. We cover defaults math, why discounts matter and why credit can shine when macro is messy.
#spx #gold #investing
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๐จโ๐ผ Guest: Steven Bavaria
๐ Author: "The Income Factory"
๐ @StevenBavaria
๐ https://seekingalpha.com/affiliate_link/Soarvideo
๐
Recording Date: August 18th, 2025
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Steven Bavaria is a financial writer. Check out his books, The Income Factory (McGraw-Hill) and Too Greedy for Adam Smith on Amazon: (https://www.amazon.com/stores/Steven-Bavaria/author/B081S1N7YR?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true),
and his Inside the Income Factory service on Seeking Alpha (https://seekingalpha.com/affiliate_link/InsideTIF) A former executive at Bank of Boston and Standard & Poor's, he is a graduate of Georgetown University and New England School of Law.
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Time Stamps (AI-generated)
00:00 Why chase less volatility
00:20 Back in studio
00:53 Guest intro
01:10 What is Income Factory
03:32 Credit vs equities
05:43 What kind of stress
07:31 Assets used senior loans
08:29 Defaults and recovery math
10:23 Worst case math
12:24 You already own junk
13:19 Credit risk not rate risk
14:23 Horses finish not win
15:54 How to access via funds
16:51 What is a CEF
17:41 NAV vs discount
23:11 Sequence risk in retirement
25:06 Macro shocks and tariffs
27:27 Why credit now
31:28 Wrap up
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#IncomeInvesting #HighYield #CreditMarkets #ClosedEndFunds #FixedIncome #Investing #RetirementIncome #PassiveIncome #Portfolio #CEF #Bonds #SAndP500 #Inflation #Tariffs #Macro #Markets #RiskManagement #SeekingAlpha #Compounding #SoarFinancially
