ValueWalk’s Raul Panganiban interviews Joe Cioffi, the author of Credit Chronometer. In this part, Joe discusses the sensitivity of credit enhancement to risk, if tariffs would impact the credit markets, if the securitization market remain successful, and the market study should be viewed as a holistic view of the market.
Q2 hedge fund letters, conference, scoops etc
Oh, yeah. So if there’s a widespread belief in showing need for credit enhancements, what does it mean in terms of like perceived risk?
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