Another Fine Mezz

My kingdom for a second lien


Listen Later

In an admirable effort to bring securitization to the people, George sat down on a Monday morning straight out of a holiday, beard still wild and unkempt, to discuss the latest movements in the ABS and CLO market with Victoria.

Unusual activity in the second lien UK RMBS market kept the GlobalCapital reporters busy last week. George dug into the drivers of growth in this niche sector. For listeners who cannot get enough of second charge mortgages, Victoria spoke about Equifinance's recent debut deal on AFM's sister podcast in George's absence on Friday

Primary CLO activity is taking its sweet time to restart after Easter, but great things may lie ahead: Deutsche Bank bumped its new issuance forecast for 2024 up to €37bn off the back of a record first quarter. Victoria discussed how amortisations could increasingly drive supply and demand in the months to come. 

...more
View all episodesView all episodes
Download on the App Store

Another Fine MezzBy George Smith, Tom Hall


More shows like Another Fine Mezz

View all
Exchanges by Goldman Sachs

Exchanges

955 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

590 Listeners

The Rugby Pod by The Ringer

The Rugby Pod

313 Listeners

Behind the Money by Financial Times

Behind the Money

225 Listeners

Making Sense by J.P. Morgan

Making Sense

61 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

The GlobalCapital Podcast by GlobalCapital

The GlobalCapital Podcast

0 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

30 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

The Markets by Goldman Sachs

The Markets

79 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

27 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

48 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

181 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

33 Listeners