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On today\\u2019s show we\\u2019re talking about a different form of counter party risk. When we speak about counter party risk, we are usually having a discussion about the balance sheet. One person\\u2019s asset is another person\\u2019s liability. The quality of the asset is strictly linked to the ability to service the liability.

But there is a second form of counter party risk that is not often talked about in the same terms. This form of counter party risk applies to the income statement. One person\\u2019s income is another person\\u2019s expense. If one party can\\u2019t afford to pay the expenses, then then the second party\\u2019s income is at risk.

This leads to the question of which assets have the greatest income risk in this stagflation environment. On today\\u2019s show I\\u2019m going out on a limb to talk about three different asset types that I believe are most at risk in the current market conditions.

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Host: Victor Menasce

email: podcast@victorjm.com