Majewski: Eagle Point will see a down 10%+ month in five years
Tom Majewski · Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284) · Dec 1, 2022 · at 1:02:06
Tom Majewski, founder of Eagle Point Credit Management, discusses the expected mark-to-market volatility of CLO investing with prospective investors.
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“In the next five years, we're going to have a down 10% plus month. I don't know when. I don't know why. I know it's going to happen, and if that's not something you're comfortable with, this is probably not the right investment for you.”
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