Brett Jefferson
5 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 15, 2019 by Paul Rabil · said 1 times in 1 episodes since 2019 · across every show →
On the record as a speaker too: Brett Jefferson's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Paul Rabil (1)
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2019 1 mention in 1 episode
Everything said about Brett Jefferson, oldest first
Apr 15, 2019 neutral
May 25, 2020 positive
Jefferson: Strong option protections let distressed credit survive zero-price drops
“And one of the interesting things about if you have a deal and the value of the option is very, very strong, you can have assets that trade down to zero, trade back up. As long as that option can't be exercised, then you're okay.”
May 25, 2020
May 25, 2020 bearish
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…”
May 25, 2020 neutral
Hildene occasionally misidentified underlying banks in early TruPS portfolios
“There was a time for a while where we did not have a hundred percent of the actual banks. And I'm going to tell you that there's a lot of first national banks in this country. There's a lot of first Cherokees. There's a lot of bank ones. I mean, there's 8000 b…”