
#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
The CLO Investor Podcast
00:00
Loan Supply, CLO Arbitrage, and Market Imbalance
Shiloh asks why arbitrage is stretched; Jonathan discusses low loan supply, refinancing/resets increasing CLO paper, and uneven repricing dynamics.
Play episode from 30:32
Transcript


