Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence

About this episode

Shalini Sriram discusses the current credit market and investment opportunities amid rising turbulence.

Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably one of the most exciting times to be a credit investor,” Shalini Sriram, the hedge fund’s head of structured credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episode of the Credit Edge podcast. “You are seeing people trying to sell parts of the portfolio that they can,” says Sriram, who sits on the fund’s risk committee. They also discuss residential and commercial mortgage-backed securities, consumer finance and collateralized loan obligations. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: James Crombie, Erica Adelberg

Guest: Shalini Sriram

Topics covered

• credit investing
• market turbulence
• liquidity
• mortgage-backed securities
• consumer finance
• collateralized loan obligations

Keywords

• credit assets
• market cracks
• structured credit
• residential mortgage-backed securities
• commercial mortgage-backed securities
• consumer finance
• collateralized loan obligations

Mentioned in this episode

Organizations: Third Point, Bloomberg News, Bloomberg Intelligence

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