In this episode of the CLO Investor Podcast, Shiloh Bates speaks with Joey Gais, Head of CLO research at Nomura Securities, about the growing role of AI-related loans in the leveraged loan and CLO markets. They discuss data center and GPU financings, the opportunities and risks associated with this emerging segment, software-sector credit trends, the outlook for CLO equity, and CLO BB defaults.
Like & Subscribe: Amazon Music | Apple Podcasts | Spotify