The CLO Investor Podcast cover image

#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

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