Angelo Gordon

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 19, 2021 by Bruce Martin · said 34 times in 5 episodes since 2021 · across every show →

Mentions by year

brought up most by Bruce Martin (14), Ted Seides (12), Donna Snider (4), Reade Griffith (1), John Khoury (1), Jeff Aronson (1), Don Mullen (1)

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Everything said about Angelo Gordon, oldest first

Aug 19, 2021 positive
Insight
Martin: High-yield bond analysis is a black belt for credit investing
“If you're doing high yield bonds, you sort of have a black belt in credit, and so to do loans in my brain was much easier. The wrinkle being we then took those loans and put 10 turns of leverage on it in a CLO. So the stakes of being wrong were just 10 times h…”
Bruce Martin Aug 19, 2021 ▶ 21:00 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
Jun 29, 2023 bullish
Prediction Not checkable as stated
Mullen: TPG-Angelo Gordon deal marks the start of a massive M&A wave
“I think you're going to see what Angelo Gordon did with TPG is the beginning of a massive wave of this. There's a lot of mergers that are going to take place.”
Don Mullen Jun 29, 2023 ▶ 54:05 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Nov 3, 2025 neutral
Disclosure
Jeff Aronson left Angelo Gordon because founders refused to let him lead
“What I wanted Was a chance to do my own thing. I wanted to drive the bus. That was something that they were not prepared to do.”
Jeff Aronson Nov 3, 2025 ▶ 18:33 Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
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