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Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management

Hedgeye Podcasts

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Understanding Cyclical Slowdowns and Sector Impact on Credit Markets

This chapter explores the intricacies of credit markets and the impact of cyclical slowdowns on various sectors, particularly energy. It emphasizes the significance of effective portfolio management and de-risking strategies during market fluctuations, with insights drawn from recent downturns.

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