In this episode, Steve Miller speaks with Bob Post of Blackstone Credit and Insurance about the evolving leveraged loan and CLO markets. They discuss Blackstone’s CLO growth strategy, market bifurcation, private credit dynamics, and the widening gap between stronger and weaker credits affecting pricing and liquidity.
They also cover capital flows between BSL and private credit, credit fundamentals, the outlook for defaults and recoveries, the growing use of liability management exercises, and how AI is improving efficiency and influencing investment decisions.
Tune in for practical insights on navigating today’s leveraged finance market.
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