With the issuance of covenant-lite loans soaring to record volumes and the number of IPOs rivaling that of the dot-com bubble, there are signs of excessive risk-taking in the marketplace. Though that's making some investors nervous, there are always opportunities. Maybe it's time to put the premium on price sensitivity and focus on value. Which corners of numerous markets--equity, fixed income, real estate and beyond--are turning up the best bargains? What parts of the capital structure present the most opportunity at this point in the cycle? How do investors incorporate a margin of safety in their calculations, and what role does contrarian analysis play in digging up treasures where others see trash? We will ask our expert panel for a map to undervalued markets.

Read the blog post on Currency of Ideas