Barry Ritholtz

SEPTEMBER 26, 2023

00:19:38 [Speaker Changed] And one of the areas where the banks were very active with those reserves was buying AA securities and the widest spread AAA securities were CLOs. And it’s a, a reasonable way to do financing depending on what risk level the, the bar the lender wants to assume.

Investments 52

Investments Banking Economics Marketing 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

JUNE 3, 2024

And you know, it’s the same thing when valuation gets outta control too. It will come home to roost at some point, but doesn’t mean the valuation can’t get worse. Valuations are tight, they’re tight for a reason. You have to get compensated for each risk. We, we continue to see that left and right.

Math 57

Math Marketing Treasury Valuation 57