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#33, Drew Sweeney, Co-Head of Global Credit, TCW
Season 1
Episode 33
Published 6 months, 3 weeks ago
Description
Drew Sweeney, Co-Head of Global Credit of TCW, joins The CLO Investor podcast to discuss loans to software businesses at a time when AI-displacement risk is elevated. We discuss the question of if declining software valuations and cash flows will be severe enough to impair first lien loans.