senior secured loan space

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 20, 2023 by Dan Ivascyn · across every show →

Everything said about senior secured loan space, oldest first

Feb 20, 2023 bearish
Prediction Not checkable as stated
Ivascyn: Fed rates at 5% will trigger massive loan downgrades
“If we see even moderate declines in EBITDA over the course of the next few quarters with the fed at five percent and gosh, six percent would be a real challenge. We think a massive amount of that opportunity set is going to be open and subject to potential dow…”
Dan Ivascyn Feb 20, 2023 ▶ 41:25 Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
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