Épisodes

  • 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
  • The seesaw of CLO mezz
    Oct 27 2025

    George Smith talks to Tom Hall about a wobble in the sterling ABS market and to Tom Hopkins about some signs of widening in CLO mezz

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    28 min
  • Sharia compliant RMBS gets into its stride
    Oct 20 2025

    Tom Hall talks to George Smith about mortgage tokenisation and Thomas Hopkins about a bifurcation in the leverage loan market and a breakthrough deal in UK RMBS

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    22 min
  • Another Fine Thomas
    Oct 15 2025

    Thomas Hopkins, GlobalCapital’s new CLO reporter, makes his debut on the pod discussing a wave of CLO resets with Tom Hall

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    25 min
  • A buzz in the air
    Sep 30 2025

    George Smith talks to Tom Hall about an exciting deal in the pipeline, SME financing and supply from Santander

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    19 min
  • A baker's dozen of loan types
    Sep 23 2025

    George Smith talks to Tom Hall about tight spreads in the European ABS market and KKR's blockbuster acquisition of NewDay's credit card book.

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    18 min