#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
The Julia La Roche Show
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Structured Products: How They Impact the Markets
A lot of change in the last three weeks. Can you talk a bit about how that might impact the areas that you focus on? And maybe for folks who aren't as familiar about structured products, can you kind of like frame up the universe that youfocus on and how you're thinking about making decisions within your universe?" Sure. Well, if you think about the US credit markets, the biggest part of it's definitely corporate credit. So these are things like investment-grade corporate bonds on the high quality side. There's a huge direct lending market that's been created over the last decade. That's also makes floating rate loans to companies. And everything else is in that structure, what
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