
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Macro Hive Conversations With Bilal Hafeez
00:00
Is there contagion risk between loans, bonds and banks?
Shiloh argues post‑GFC derisking, limited contagion, and why first‑lien senior secured loans act as all‑weather assets.
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