Macro Hive Conversations With Bilal Hafeez cover image

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Macro Hive Conversations With Bilal Hafeez

00:00

How have refinancings and defaults affected CLO returns?

Shiloh explains loan repricing, liability cost changes, rising defaults from 2021 vintages, and impacts on CLO equity.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app