Danielle DiMartino Booth: The Credit Cycle Has Come Unglued

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Palisades Gold Radio, Released on 2/23/23 0:00 – Introduction 0:42 – Minutes Review 2:16 – Labor, Debt & Bankruptcies 7:23 – Monetary Policy Lag 10:30 – Financial Conditions? 12:04 – Debt Limit Theatrics? 15:26 – Feds Path Forward 18:50 – CPI Adjustments 20:16 – Wrap Up Danielle DiMartino Booth is CEO & Chief Strategist for […]

Jim Grant and his guest discuss all things credit

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Jim Grant and his guest discuss all things credit

Grant’s Interest Rate Observer Podcast, Released on 5/8/19 Andrew Park, senior editor at S&P Global’s LCD unit, joins Grant’s to discuss all things credit. 1:35 The current cycle: What’s different? 5:45 CDOs in 2008 and CLOs today. Similarities and differences 12:01 Promised acquisition strategies: Dreams don’t always come true 15:55 Credit managers need new supply, […]