
“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
Why CLO equity underperformed recently
Matt attributes equity stress to spread tightening, NAV moves, and liability timing mismatches.
Play episode from 35:41
Transcript


