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Are CLOs the New Mortgage-Backed Securities? (w/ Danielle DiMartino Booth & Peter Boockvar)

Real Vision Finance, Released on 12/5/19 (Recorded on 11/20/19)

Are ultra-low interest rates putting monetary “beer goggles” on financial markets? Danielle DiMartino Booth of Quill Intelligence sits down with Peter Boockvar, CIO of Bleakley Advisory Group, to discuss the systemic risks to the global financial system. They deconstruct the growing challenges facing central banks. Boockvar examines the explosion of collateralized-loan-obligations (CLOs), predicts a grim future for companies with extreme debt/EBITDA ratios, and argues that the Fed’s liquidity injections have created a cycle of financial addiction to low interest rates. Filmed in New York on November 20th, 2019.

Danielle DiMartino Booth spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm and launched a weekly economic newsletter She is the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets. Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter https://boockreport.com/.

One Response to Are CLOs the New Mortgage-Backed Securities? (w/ Danielle DiMartino Booth & Peter Boockvar)

  1. Claude Reply

    12/06/2019 at 5:03 am

    Thank you
    Finaly a clearer picture on what’s going on

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