Another Fine Mezz

The jam-packed road to Barca


Listen Later

A jam-packed episode of Another Fine Mezz this week meant a full line-up of podcasters was needed, and they duly delivered. 

With European securitization reporter, George Smith, away for the last couple of weeks, he was forced to pick his favourite. As ever on the podcast, creativity in the market is rewarded and so it was perhaps unsurprising that the auxmoney-owned Lender & Spender deal named after a dog won out. 

CLO reporter, Victoria Thiele had been away for most of the week, leaving host Tom Lemmon to straddle both US and European CLO horses. The US market, led by AGL Credit's 140bp over Sofr print, is flying. At the time of recording Euro CLOs was winding down, but a late Friday rush was expected and five managers got a variety of transactions done before the Global ABS conference. 

In addition, for the second half of the podcast George spoke to Mirco Iacobucci, senior vice president and sector lead of European real estate ratings at Morningstar DBRS for a sponsored interview on CMBS. With CMBS having a mini-revival this year, the pair discussed the birth of data centre CMBS in Europe, performance issues in the sector and the outlook for the rest of the year. 

...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