The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And he said, “Well, it has to be this and that “and it has to be collateralized with a letter of credit.” ” And I was like, “What?” SEIDES: Yeah.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Perhaps most famously you guys put on a CO bet, a collateralized debt obligation bet that was designed to do well if housing made some extreme moves and it was non-directional, it was hedged.

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. Is that right?

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And if they don’t need a loan, we can lease them their own building back in a net lease, and have both the credit of the company and the real estate as collateral. KLINSKY: Yup.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Which is run by many insurance companies, pension funds who use Aladdin, and it’s a commercial enterprise for the firm. It’s the collateral. RIEDER: It is.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It just seemed to be, oh, there someone got liquidated and had to sell immediately, sell down a large levered position, and oh, there’s someone who couldn’t meet a collateral call.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. MORGENSON: It can be collateralized loan obligations, now it’s big private debt. Pension funds, perhaps, maybe aren’t growing as much as they need them to.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59