Talk Your Book: Investing in Securitization
From Animal Spirits Podcast by The Compound
May 11, 2026 · 31 min
About this episode
The episode discusses the intricacies of securitization and its impact on investing, featuring insights from Mike Laughlin.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mike Laughlin from Janus Henderson Investors to discuss: how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop…
People in this episode
Hosts: Michael Batnick, Ben Carlson
Guest: Mike Laughlin
Topics covered
- securitization
- investing
- CLOs
- fixed income
- financial markets
Keywords
- securitization
- CLOs
- fixed income investing
- financial markets
- investment strategies
Mentioned in this episode
Organizations: Janus Henderson Investors
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