CLO AA or AAA

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 29, 2023 by Craig Bergstrom · across every show →

Everything said about CLO AA or AAA, oldest first

May 29, 2023 neutral
Assertion Supported
Bergstrom: Pandemic dislocation in AA/AAA CLOs was far worse than high yield
“During the pandemic, CLOs came under much more stress than very roughly equivalent risk in high yield. So that's exciting because you can say, hey, I don't know exactly what's happening to the global economy, but I know that what we see in CLO AA or AAA is dis…”
Craig Bergstrom May 29, 2023 ▶ 18:45 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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