Another Fine Mezz
A podcast about the global securitization markets from GlobalCapital
Episodes
123 episodes
A stuffed Pepper order book
Thomas Hopkins discuss whether private credit and BSL CLOs are really adversarial as often thought while Tom Hall gets his teeth in a tasty Pepper trade
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19:38
To the last 0.5bp
Thomas Hopkins discusses a vintage of CLOs being refinanced rather than reset, while Tom Hall talks about whether CMBS investors can share with banks
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21:53
Holmes: a study in WALs
Tom Hall goes through a sterling week of deals for European ABS, while Thomas Hopkins dissects the dangers that a rise in LMEs would pose for European CLOs.This the last week to vote for your winners of GlobalCapital’s 2026 European ...
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24:06
On your marks...
George Smith gets the outlook for prime RMBS from Tom Hall and CLO resets from Tom Hopkins, as familiar shelf returns to its usual spot in the calendar
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22:22
Make it a double
George Smith talks to Tom Hall about an equity release double debut RMBS and the rise of the Australian securitization market
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20:49
The paradox of lender M&A
George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender market
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18:46
Solar ABS gets pumped up
This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperature
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34:03
Sleeping giants awaken
George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.
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27:13
Topiary and private credit CLOs
George Smith talks to Thomas Hopkins about hedging in private credit CLOs, before Tom Hall discusses Cerberus’ bridging breakthrough
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37:21
Prefunding preferred please
George Smith talks to Thomas Hopkins about what S&P’s France downgrade means for CLOs and sterling ABS issuers’ enthusiasm for prefunding
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20:06
Discretionary commission in the rear view mirror
Waterfall's forward flow advantages, UK auto ABS resumes and CLO managers tackle a bifurcated leveraged loan market
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32:47
The seesaw of CLO mezz
George Smith talks to Tom Hall about a wobble in the sterling ABS market and to Tom Hopkins about some signs of widening in CLO mezz
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27:37
Sharia compliant RMBS gets into its stride
Tom Hall talks to George Smith about mortgage tokenisation and Thomas Hopkins about a bifurcation in the leverage loan market and a breakthrough deal in UK RMBS
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22:07
Another Fine Thomas
Thomas Hopkins, GlobalCapital’s new CLO reporter, makes his debut on the pod discussing a wave of CLO resets with Tom Hall
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24:41
A buzz in the air
George Smith talks to Tom Hall about an exciting deal in the pipeline, SME financing and supply from Santander
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19:06
A baker's dozen of loan types
George Smith talks to Tom Hall about tight spreads in the European ABS market and KKR's blockbuster acquisition of NewDay's credit card book.
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18:25
The Santander show
Tom Hall talks to George Smith about the lively and Santander-dominated European ABS primary market, before discussing the bankruptcy of US ABS issuer Tricolor with Chad Van Estrop
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24:49
Form an orderly queue
George Smith and Tom Hall discuss the return of UK auto ABS and the serene progress of the other deals in the public markets
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16:35
Float like a butterfly
George Smith and Tom Hall discuss why CLO and loan prices are out of sync and some troubles for CMBS, before a chat with US MBS reporter Nick Conforti on an unusual floating rate US MBS tranche
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19:08
Burrito-backed bonds?
In a regulation heavy episode of Another Fine Mezz, George Smith and Tom Hall discuss the FCA’s decision to regulate Buy Now, Pay Later and the EU’s proposed changes to Solvency II
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17:30
A Strong and Simple capital framework
George Smith and Tom Hall discuss a flood of CLOs, a trickle of ABS, the UK's new bank capital rules and why banks are more interested in forward flows
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19:07
Securitizing from Warsaw to Rome
George Smith and Tom Hall discuss the thriving Polish securitization market, developments in the Italian NPL market and take a trip down memory lane
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19:00
Football, fermentation and financing
George Smith and Tom Hall discuss a landmark wine and spirits deal, busy public markets and a couple of football stadium financings
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17:57