40:55

PlusThe Big Picture

CLOs: Understanding COVID-19's Impact on Credit

Featuring Ralph Delguidice and Chris Whalen

Jul 15, 2020 • 40 minutes

188

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Plus

The Big Picture

CLOs: Understanding COVID-19's Impact on Credit

In Part I of this The Big Picture, Chris Whalen and Ralph Delguidice break down the intricate world of collateralized loan obligations (CLOs).

Featuring Ralph Delguidice and Chris Whalen

Jul 15, 2020 • 40 minutes

In Part I of this The Big Picture, Chris Whalen, chairman of Whalen Global Advisors, sits down with Ralph Delguidice, global macro strategist at Pavilion Global Markets, to break down the intricate world of collateralized loan obligations (CLOs). Delguidice and Whalen break down how CLOs work and the impact of COVID-19 on the CLO market. Both Delguidice and Whalen provide their perspective on Frank Partnoy’s recent article called “Will the Banks Collapse?” in The Atlantic. Then tomorrow in Part II, Chris Whalen and Jason New, co-CEO and head of opportunistic credit at Onex, break down the difference between the CDOs – that helped fuel the great financial crisis in 2008 – and CLOs today. New also explains how COVID-19 related defaults could impact the opaque asset class. Filmed in July 2020. Show More

Three views, one topic. In RV's latest monthly deep dive, we deliver a range of timely, actionable, and well-rounded perspectives on the subjects investors most need to know about. Join a member of Real Vision's editorial team on this in-the-weeds exploration of a wide range of topics, including global macro, crypto, and specific sectors. Available exclusively to Real Vision's Plus, Pro, and Blacklist members.

More Episodes

Three views, one topic. In RV's latest monthly deep dive, we deliver a range of timely, actionable, and well-rounded perspectives on the subjects investors most need to know about. Join a member of Real Vision's editorial team on this in-the-weeds exploration of a wide range of topics, including global macro, crypto, and specific sectors. Available exclusively to Real Vision's Plus, Pro, and Blacklist members.

More Episodes

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