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spread

also referred to as: spreads

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Aug 15, 2022 by Paul Enright · across every show →

Everything said about spread, oldest first

Aug 15, 2022 neutral
Insight
Enright: Long-Short Equity Spread Cyclically Expands and Compresses Like an Accordion
“Cause spreads an accordion, right? Like it doesn't get captured forever and continue to grow. It will compress and it will ebb and flow.”
Paul Enright Aug 15, 2022 ▶ 38:54 Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Jul 17, 2025 neutral
Assertion Supported
Capital inflows have compressed private credit spreads by 50 to 75 bps
“We have seen spreads come in, 50, 75 basis points, but the reason you're still seeing so much capital coming into the market is, On a relative basis, it's still an incredibly attractive asset class.”
Ron Cantowitz Jul 17, 2025 ▶ 39:13 Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
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