Evan Junick
speaker
116 appearances
1 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Evan Junick’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
What are you telling your clients or boards to think about for the remainder of 2026?
Ooh, good question.
Probably 1997.
That would have been my guess.
Yeah.
And just to amplify a couple points there, when you look at the cost of risk that the market is charging, it is so low today relative to history.
If you talk about credit spreads, if you talk about implied market costs of equity, by almost any measure, the historical costs of those capital is very, very low.
And in an outlook like the one you've just articulated,
It's really obvious to us that people should really proactively de-risk their capital needs in any way, shape, or form that they can.
I mean, I think that's ultimately the most important takeaway from this.
It ties into the balance sheet, ties into the proactive nature of the strategic landscape, but absolutely crucial to use that opportunity while it exists to manage the balance sheet, de-risk your needs, and be prepared for anything that might come your way.
Well, Charlie, thank you for joining and sharing your perspectives on the M&A landscape, and frankly, so much more, and what boards should be thinking about at mid-year.
And thank you to everyone listening to Making Sense.
We hope this conversation helped connect what we're seeing in the markets with what companies are doing strategically.
Until next time, I'm Evan Junick.
Thanks for listening.
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