Another Fine Mezz

Setting the SRT record straight


Listen Later

On this week's episode of Another Fine Mezz, it was something akin to podcasting musical chairs with CLO reporter, Victoria Thiele, taking over from usual host Tom Lemmon, alongside the return of new CLO reporter Austin Barnes while George Smith stayed firmly put as ABS reporter. 

With August now upon us, it was perhaps no surprise that there were no publicly placed deals in European ABS this week. However, George did manage to find time to rage at the low-quality opinions circulating LinkedIn on significant risk transfer (SRT) deals. 

Meanwhile, in CLOs the resets keep on coming. The triple-As may be wider but with such dramatic tightening on the mezz this year, the overall costs keep the arbitrage working and managers printing. However, looking further ahead, loan shortages might soon start to scupper the euro CLO market. 

And finally, last week, Austin left listeners hanging over where his weird accent comes from and this week he reveals all... did you guess right?

...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