Épisodes

  • On your marks...
    Jan 16 2026

    George Smith gets the outlook for prime RMBS from Tom Hall and CLO resets from Tom Hopkins, as familiar shelf returns to its usual spot in the calendar

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    22 min
  • Make it a double
    Jan 9 2026

    George Smith talks to Tom Hall about an equity release double debut RMBS and the rise of the Australian securitization market

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    21 min
  • The paradox of lender M&A
    Dec 9 2025

    George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender market

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    19 min
  • Solar ABS gets pumped up
    Dec 1 2025

    This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperature

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    34 min
  • Sleeping giants awaken
    Nov 25 2025

    George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.

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    27 min
  • Topiary and private credit CLOs
    Nov 18 2025

    George Smith talks to Thomas Hopkins about hedging in private credit CLOs, before Tom Hall discusses Cerberus’ bridging breakthrough

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    37 min
  • Prefunding preferred please
    Nov 10 2025

    George Smith talks to Thomas Hopkins about what S&P’s France downgrade means for CLOs and sterling ABS issuers’ enthusiasm for prefunding

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    20 min
  • Discretionary commission in the rear view mirror
    Nov 3 2025

    Waterfall's forward flow advantages, UK auto ABS resumes and CLO managers tackle a bifurcated leveraged loan market

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    33 min