Skip to content
Your Podcast Episode Title Here

Your Podcast Episode Title Here

The Credit Clubhouse
52 min
Play episode
This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠ Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 - Shaping investment philosophy through market shocks 05:18 - Corporate vs. consumer credit: transparency matters 09:08 - The hidden cost of illiquidity 12:02 - Private capital's new role in mortgage markets 15:52 - Navigating commercial mortgage market shocks and recovery 21:35 - Consumer credit's K-shaped recovery 25:16 - Securitization transforms private assets 33:41 - Data and AI in investment decisions 39:48 - AI's impact on consumer finance 43:32 - AI innovation in credit markets 46:38 - Navigating markets and personal insights: A wrap-up Mark Tecotzky, Vice Chairman, Ellington Management Group - https://www.linkedin.com/in/mark-tecotzky-7bb00b134/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.