bank debt

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 16, 2023 by Isaac Corre · across every show →

Everything said about bank debt, oldest first

Oct 16, 2023 bullish

Assertion Supported

Corre: CLO Slowdown Is Creating Greater Concessions in Large Bank Debt

“Essentially the bank debt market, leverage loan market, I should say, has been really dominated by the CLOs. And that algorithm right now is broken. So CLO formation is harder now than it was before. There's less demand for the triple A tranches of CLOs. So wh…”

Isaac Corre Oct 16, 2023 ▶ 36:16 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

Mar 11, 2024 neutral

Assertion Supported

Leffell: Distressed Bank Debt Did Not Historically Trade Before Late 1980s

“Buying bank debt, and bank debt did not historically trade. So these were one-off transactions. It was pretty much a small group of banks and funds that were doing it.”

Michael Leffell Mar 11, 2024 ▶ 13:05 Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

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bank debt

Everything said about bank debt, oldest first

Turn any episode into a week of clips.