ÌÇÐÄÊÓƵ

LFI Levered Lines Podcast | Season 3, Episode 13

This week on Levered Lines, host Steve Miller speaks with Bob Post of Blackstone Credit and Insurance about the evolving leveraged loan and CLO markets. They discuss Blackstone’s CLO growth strategy, market bifurcation, private credit dynamics, and the widening gap between stronger and weaker credits affecting pricing and liquidity. They also cover capital flows between BSL and private credit, credit fundamentals, the outlook for defaults and recoveries, the growing use of liability management exercises, and how AI is improving efficiency and influencing investment decisions.

Watch on YouTube:

Speakers:

Steve Miller, Host, Managing Director, ÌÇÐÄÊÓƵ
Bob Post, Managing Director and the Head of U.S. CLOs, Blackstone Credit and Insurance (BXCI)

Timestamps:

– Introduction
– Building a Global CLO Platform
– Loan Market Bifurcation Trends
– Issuance Cycles & Volatility Signals
– Capital Flows & Borrower Choices
– Resilient Fundamentals & Default Outlook
– Recovery Pressures & Credit Workouts
– Technology Shaping Investment Decisions
– Conclusion & Key Takeaways