I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points.

We spent almost two hours discussing energy, COVID normalization, pool companies, and investment process.

I hope you enjoy this conversation as much as I did.

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.