Comments
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JDHave to listen again. Lot's of meat here to digest.
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DSAre the same firms rating the CLOs that rated the MBS? It would be interesting to see the range of ratings with percentages within a statistical sampling of AAA CLO. Looking at market risk, not to buy. DLS
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OSMike is the main reason to have RVTV. David is one of the best too! Thank you!
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RIThis was great. More credit related RV content would be most beneficial. Needless to say, it is the largest asset class on earth.
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DODefinitely bring David back!
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WMAll just continues to emphasize what a precarious path we continue to navigate. The demographics piece is particularly important for late medium to long term impacts.
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SBReal Vision is such a bargain it's not even funny
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MMGreat interview. The interviewee was very knowledgeable. The interviewer helped to bridge the knowledge gap for people like me who are not experts in that field.
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ESGoing to parrot all comments and say that Mike is great. Also would like to see more on ABS/struct credit; perhaps a little light on non-agency 2.0 aka CRT.
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MTVery interesting interview, really great credit insight. More of this please.
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MDAnother great interview by Mike, it was great to hear David again. I find the recent interviews in 2017 with David, together with Cyril Castelli from Rcube for the Macro picture, the series on the ETF as well as Nancy Davis on volatility compression, and the oil series providing great insight and credit ideas when blended together. It would be great to have more on the credit/structured finance space. Maybe someone in Europe for instance like Chenavari. For those who want to know a little more CLO & how the insurances purchases have changed since the GFC, this short paper is interesting https://insurercio.com/images/CLO_06-2017.pdf
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MAMike is the main reason to have RVTV
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DRAgain - Mike is such a great interviewer.
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STA great master of credit, hunble gentleman and history is repeating itself - 10 years later - it may not be enough this time around
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GHI am a PM for an insurance company. Yes we're looking for yield but mostly at the expense of treasury holdings versus IG credit. Our CLOs are all AAA as well as CMBS holdings. I can't imagine we are the only institution where the bar was significantly raised after 2008 in terms or our investments. I honestly don't see much to worry about within insurance portfolios as I interact with these companies
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GBThank you David and Mike
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JGThe lower grade credit market still has enough inefficiencies to make it interesting. Please keep credit related content coming. It also provides red flags for equity investors.
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DJWow. Great, just great
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HJGreat job Mike, tell me how the retail investor can make progress. Aside from going to cash and waiting for the crash.
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RAJust an excellent video. Thanks once again Milton, you little curator extradoriere. Michael Green is getting better and better---been a huge fan of his for years, but RV has him continually upping his game.
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AGI agree . more credit related videos and less on gold & geopolitics
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HHAgreed. More Credit related content please
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ROMike Green has by far the best topics and guests to develop great themes. Hats off to Mr. Green