Charles Van Vleet
7 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Nov 28, 2022 by Charles Van Vleet · across every show →
On the record as a speaker too: Charles Van Vleet's record, appearances and statements → this page counts the times other people say the name.
Everything said about Charles Van Vleet, oldest first
Nov 28, 2022 negative
Van Vleet: Infrastructure investing is fundamentally just real estate
“It's real estate with some unique patterns, but it's really just, you got this asset. If you don't have a tenant for it, it's worth nothing, and so you get a cash flow off that, and you might get to increase your rent with inflation if it's a bridge, but we ju…”
Nov 28, 2022 neutral
Van Vleet: Real estate is just a fixed income portfolio of tenant credits
“And I'd even go so far to say real estate really is just a spread product. It's a bond. It's a fixed income. The building itself is worth nothing if it doesn't have tenants. Real estate's really just a fixed income portfolio of credits and the credits are The …”
Nov 28, 2022 negative
Yield To Maturity Is Horrible Math Due To Unrealistic Reinvestment Assumptions
“For investing, my biggest pet peeve is the word yield. I think anybody should spend half a minute looking at the math of how you calculate yield to maturity. It's bad math. It's horrible math. This idea that you're going to reinvest at the same rate. So of cou…”
Nov 28, 2022 negative
Van Vleet: Long US dollar positions provide cheaper downside protection than hedge funds
“I just think it's an expensive downside. We talked about my best downside is, is structured long US dollar. That's actually a positive carry. It's not costing me one in 10 to get that downside capture. So I just, I can't get past the fees.”
Nov 28, 2022 bullish
Van Vleet: Textron is buying single-B rated CLO equity slices
“The other place, Ted, I think is great. It's where you have such incredible diversity, and that's in, you know, single B rated CLO equity. So CLO equity, you know, where you gather 200 single B rated names and throw them in, and I buy the bottom slice, the equ…”
Nov 28, 2022 neutral