Spread

topic on 1 show · 2 statements across 2 episodes

2 statements about Spread, every show

CAPITAL ALLOCATORS Assertion Supported

Capital inflows have compressed private credit spreads by 50 to 75 bps

“We have seen spreads come in, 50, 75 basis points, but the reason you're still seeing so much capital coming into the market is, On a relative basis, it's still an incredibly attractive asset class.”

Ron Cantowitz Jul 17, 2025 ▶ 39:13 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)

CAPITAL ALLOCATORS Insight

Enright: Long-Short Equity Spread Cyclically Expands and Compresses Like an Accordion

“Cause spreads an accordion, right? Like it doesn't get captured forever and continue to grow. It will compress and it will ebb and flow.”

Paul Enright Aug 15, 2022 ▶ 38:54 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

← every entity, every show

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Spread

2 statements about Spread, every show

Turn any episode into a week of clips.