Bull Run in Loans Slams CLO Equity Buyers, Says Eagle Point’s Majewski

Bull Run in Loans Slams CLO Equity Buyers, Sa...

Up next

Sona’s CEO Sees ‘Exciting’ Growth in Asset-Based Finance, SRTs

Sona Asset Management is looking to expand its business in asset-based finance and significant risk transfers as public and private debt markets converge. “The thing that excites us the most is the scope for growth in ABF markets here in Europe,” Henrik Johnsson, the London-based ...  Show more

SpaceX Bondholders Face Huge Key Person Risk on Their Elon Musk Trip

SpaceX bondholders are bolstered by a fat equity cushion, high-grade ratings and a relatively small amount of debt outstanding — but they depend on founder Elon Musk, according to Bloomberg Intelligence. “There’s a huge risk there, and the rating agencies have actually pointed th ...  Show more

Recommended Episodes

Private credit’s ‘golden era’ shows signs of tarnish
The Story of Money

Private credit took Wall Street by storm. But at a software company called Pluralsight, recent loan troubles are now highlighting risks that could be hidden in the sector. The FT’s senior US corporate finance correspondent Eric Platt and Due Diligence reporter Amelia Pollard w ...

  Show more

Wall Street Weighs the Next Big Risk
Bloomberg Businessweek

Bloomberg News Wall Street Reporter Sonali Basak talks about her interviews with Boaz Weinstein, Ida Liu and David Rubenstein about the next big risk for investors. Carvana CEO Ernie Garcia discusses restructuring debt and selling stock in a comeback attempt for the used-car reta ...  Show more

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
The Tape

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and ...  Show more

Intertwined markets and upcoming earnings
Wall Street Breakfast

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more