Guggenheim Macro Markets cover image

Episode 27: Minerd on the Fed and Investing Heading into 2023

Guggenheim Macro Markets

00:00

Commercial Real Estate - Is There a Moment of Opportunity?

Huguenheim has been buying securities that are investment grade above 7%. I mean, these are rates that are higher than high yield bonds. CLOs not terribly compelling right now. But when you compare them to other securitized assets, whole business securitization, aircraft, these are really attractive places to go.

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