Look Yondr!

Another Fine Mezz

Another Fine Mezz
Look Yondr!
Feb 10, 2026
George Smith, Tom Hall

A new European data centre sponsor, Dutch buy-to-let back in business, CLO equity squeezed and a bitcoin backed deal
Episode Artwork Look Yondr! 23:32 Episode Artwork A stuffed Pepper order book 19:38 Episode Artwork To the last 0.5bp 21:53 Episode Artwork Holmes: a study in WALs 24:06 Episode Artwork On your marks... 22:22 Episode Artwork Make it a double 20:49 Episode Artwork The paradox of lender M&A 18:46 Episode Artwork Solar ABS gets pumped up 34:03 Episode Artwork Sleeping giants awaken 27:13 Episode Artwork Topiary and private credit CLOs 37:21 Episode Artwork Prefunding preferred please 20:06 Episode Artwork Discretionary commission in the rear view mirror 32:47 Episode Artwork The seesaw of CLO mezz 27:37 Episode Artwork Sharia compliant RMBS gets into its stride 22:07 Episode Artwork Another Fine Thomas 24:41 Episode Artwork A buzz in the air 19:06 Episode Artwork A baker's dozen of loan types 18:25 Episode Artwork The Santander show 24:49 Episode Artwork Form an orderly queue 16:35 Episode Artwork Float like a butterfly 19:08 Episode Artwork Burrito-backed bonds? 17:30 Episode Artwork A Strong and Simple capital framework 19:07 Episode Artwork Securitizing from Warsaw to Rome 19:00 Episode Artwork Football, fermentation and financing 17:57 Episode Artwork I'll believe it when I C(MBS) it 18:55