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loans

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Aug 19, 2021 by Bruce Martin · across every show →

Everything said about loans, oldest first

Aug 19, 2021 neutral
Insight
Martin: Deteriorating corporate loans collapse suddenly rather than drifting down
“When loans fall, they don't drift down. Usually they just collapse. They go from a hundred to 80. And if you didn't see that coming, that's a problem. And it can go lower and lower from there.”
Bruce Martin Aug 19, 2021 ▶ 35:49 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
Dec 1, 2022 bullish
Assertion Supported
Majewski: 12% of loans paid off at par annually in 2008–2009
“And even in 2008 and nine, on average, 12% of loans paid off at par each year.”
Tom Majewski Dec 1, 2022 ▶ 13:54 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
Jul 16, 2026
Disclosure
MA Financial runs quarterly recession war games on all portfolio loans
“We do these things called war games now every quarter where we simulate recessionary scenarios, moderate, severe, and a crisis scenario on all our loans in our book.”
Frank Danieli Jul 16, 2026 ▶ 29:04 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
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