
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
Monetary Matters with Jack Farley
00:00
Drivers of volatility in public BDCs
Matt traces volatility to rate cuts, credit-cycle concerns, AI narratives, and perpetual non-traded BDC flows.
Play episode from 12:40
Transcript


