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CDO

also referred to as: cdos

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about CDO, oldest first

Jun 25, 2018 neutral
Assertion Supported
July 2007 CDO Downgrades Marked the Financial Crisis Point of No Return
“The CDOs were non-mark to market vehicles unless and until they were downgraded. And once they were downgraded, it was price discovery free for all. And that was the end of it. That was the point of no return.”
James Aitken Jun 25, 2018 ▶ 14:25 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
May 25, 2020 bearish
Insight
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…”
Brett Jefferson May 25, 2020 ▶ 29:00 Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
Nov 22, 2021 neutral
Insight
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.”
Todd Boehly Nov 22, 2021 ▶ 8:57 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
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