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Exponential Learning · Friday · 19 min

Ideas Dinner: Flags Below the Surface in Credit

Alex and Jordan on the Ideas Dinner recap — CLO stress, MetLife's CRE book, Lee Robinson's insurance short, and the table's best contrarian ideas.

0:00-19:04

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Alex and Jordan on the Ideas Dinner recap — CLO stress, MetLife's CRE book, Lee Robinson's insurance short, and the table's best contrarian ideas.