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Another Fine Mezz

George Smith, Tom Hall
Clos
Asset-Backed Securities
CLO Etfs
Securitization Market
Securitization
CLO
ABS
Janus Henderson
Commercial Mortgage-Backed Securities
UK Elections
Data Centers
CMBS
European ABS Market
US Market
Edenbrook Mortgage Funding
John Kerschner
Equity Release Mortgage
Australian RMBS
Overcollateralization Tests
Investment Management

A podcast about the global securitization markets from GlobalCapital

PublishesWeeklyEpisodes123Founded4 years ago
Number of ListenersCategory
Business

Listen to this Podcast

Artwork for Another Fine Mezz

Latest Episodes

Thomas Hopkins discuss whether private credit and BSL CLOs are really adversarial as often thought while Tom Hall gets his teeth in a tasty Pepper trade

Thomas Hopkins discusses a vintage of CLOs being refinanced rather than reset, while Tom Hall talks about whether CMBS investors can share with banks

Tom Hall goes through a sterling week of deals for European ABS, while Thomas Hopkins dissects the dangers that a rise in LMEs would pose for European CLOs.

This the last week to vote for your winners of GlobalCapital’s 2026 European Securitization ... more

George Smith gets the outlook for prime RMBS from Tom Hall and CLO resets from Tom Hopkins, as familiar shelf returns to its usual spot in the calendar

George Smith talks to Tom Hall about an equity release double debut RMBS and the rise of the Australian securitization market

George Smith and Tom Hall talk through Enpal’s second deal, the UK’s bank capital tweaks and why there isn’t more M&A in the specialist lender market

This week Tom Hall and Thomas Hopkins discuss how Enpal's return heated up the ABS market and take the CLO equity market's temperature

George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.

Key Facts

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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Christian Aufsatz
Representative from Morningstar DBRS
Morningstar DBRS
Episode: Bring on Barcelona
Bill Sokol
Member of the VanEck team specializing in CLO ETFs
VanEck
Episode: What on ETF happened?
Fran Rodilosso
Portfolio Manager at VanEck with insights on CLO management
VanEck
Episode: What on ETF happened?
Oliver West
US Bureau Chief at GlobalCapital
GlobalCapital
Episode: Getting back on track
Frank Jackman
Covered Bond Editor at GlobalCapital
GlobalCapital
Episode: How do you like your buy-to-let mortgages?
Michael Bright
CEO of the Structured Finance Association
Structured Finance Association
Episode: What happens in Vegas... will probably not stay in Vegas
Mudasar Chaudhry
Head of European Structured Financial Research
Morningstar DBRS
Episode: Looking ahead, feeling good
Tom Hall
New European ABS reporter
GlobalCapital
Episode: Will 2025 be RMBS prime time?
Natascha Winberg
Head of Financial Institutions for Germany, Austria and Switzerland at MUFG.
MUFG
Episode: SRT Series: Natascha Winberg, MUFG

Hosts

Tom Hall
Tom Hall is a key figure covering European securitization and asset-backed securities, consistently bringing valuable insights into market trends and regulatory shifts.
George Smith
George Smith serves as the Securitization Editor, providing in-depth analysis and commentary on the complexities of the securitization markets.

Talking Points

Recent interactions between the hosts and their guests.

To the last 0.5bp
Q: What are the downsides in your reckoning to taking this approach?
The primary downside is that spreads could tighten in the near term, locking managers into a non-call period without benefiting from potentially more favorable conditions.
Bring on Barcelona
Q: Is there anything people should be thinking about there? Any trends in that sector?
It seems that many private credit funds are looking to open up to retail investors, which could increase growth in the sector.
Bring on Barcelona
Q: What do you think is sort of going to change from where we started the year at?
There could be some more volatility in capital markets, but expectations are that whatever happens, it will not be as bad to destroy the bond market.
Burrito-backed bonds?
Q: What's the sort of reason Buy Now, Pay Later is on your radar this week?
It's now going to come under the Financial Conduct Authority's remit and become a regulated sector.
Burrito-backed bonds?
Q: What was going on in the UK solar market?
Recent warehouse deals have been signed aimed at enhancing residential solar financing.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
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Frequently Asked Questions About Another Fine Mezz

What is Another Fine Mezz about and what kind of topics does it cover?

The discussions predominantly focus on the intricacies of the global securitization markets, emphasizing trends in collateralized loan obligations (CLOs), asset-backed securities (ABS), and recent developments affecting these financial instruments. Topics range from the dynamics of lender mergers and acquisitions to regulatory changes shaping investment strategies, particularly under evolving Basel norms. The hosts often analyze specific market transactions and emerging concepts, such as tokenization and renewable energy financing, which highlight the podcast's commitment to keeping listeners informed about relevant innovations and practices in finance. Unique insights from industry experts further enrich the content, making it particularly... more

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Which podcasts are similar to Another Fine Mezz?

These podcasts share a similar audience with Another Fine Mezz:

1. The GlobalCapital Podcast
2. FT News Briefing
3. Unhedged
4. The CLO Investor Podcast
5. The Economics Show

How many episodes of Another Fine Mezz are there?

Another Fine Mezz launched 4 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Another Fine Mezz?

Recent guests on Another Fine Mezz include:

1. Christian Aufsatz
2. Bill Sokol
3. Fran Rodilosso
4. Oliver West
5. Frank Jackman
6. Michael Bright
7. Mudasar Chaudhry
8. Tom Hall

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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