Monetary Matters with Jack Farley cover image

“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.

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