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Podcast: Hedgeye Podcasts
Episode: Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management
Description: ***This webcast originally aired live on Hedgeye.com on May 21st, 2025***In this special edition of Real Conversations, Hedgeye CEO Keith McCullough hosts Danielle Gilbert, Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market.Gilbert brings deep domain expertise to break down the risk-reward calculus in today’s CLO landscape. Together, she and Keith tackle key questions around:The health of the leveraged loan marketShifts in credit quality and default riskWhere institutional capital is flowing—and whyHow macro volatility is reshaping the...