CDO
topic on 3 shows · 6 statements across 6 episodes
Capital Allocators 
the MAD Podcast 
the a16z Podcast
6 statements about CDO, every show
Goldman Sachs didn't predict the 2008 crisis, they just hedged their risk
“We didn't know that the financial crisis was coming. Of course, you know, we got in the press and elsewhere accused of all kinds of crazy things. Like they were the only ones who hedged so they must have known it was coming. We were just predictors of the pres…”
Handy: CDOs shouldn't build data platforms by integrating nine point products
“If you say I want a modern data platform as a CDO, like the right answer is not go out and buy nine different products and integrate them together.”
CISOs and Chief Data Officers each drive 40% of BigID's business
“About 40, give or take, 40% of our business is the CES organization, about 40% the CDO. Maybe about 20% is privacy and compliance.”
Boehly: CLOs, CBOs, and CDOs are essentially limited-life banks
“And to me, a CLO or a CBO or a CDO Is really a bank with a limited life.”
Jefferson: Shorting CDO assets only works if the whole market collapses
“I also looked at the value of the option in a CDO, and I said, if I short this, whatever it might be, mortgage bond, ABS bond, into this structure, And the structure never liquidates. I can't get out. And I kind of came to this conclusion that the only way thi…”