Macro Hive Conversations With Bilal Hafeez cover image

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Macro Hive Conversations With Bilal Hafeez

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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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