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Talk Your Book: Investing in Private Credit ETFs and All-Time Highs

Animal Spirits Podcast

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Resilience of CLOs in Rising Rates

This chapter explores the performance of Collateralized Loan Obligations (CLOs), focusing on their stability during rising rate environments and historical credit events. It discusses the rigorous underwriting processes of CLO managers, the comparative risk profiles of CLOs versus corporate bond ETFs, and the investment strategies used to optimize performance. Additionally, it highlights the growth of private credit as an asset class, driven by changing regulations and market dynamics.

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