“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs) – Monetary Matters with Jack Farley
“Overblown” Sell-off in Software Loans | Matthew Bloomfield on Public BDCs (Business Development Companies) and Collateralized Loan Obligations (CLOs)
Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$PSBD— Palmer Square BDC trading at unwarranted discount despite transparent NAV, real marks on tradable loans, and lower fee structure than competitors.
$BDC— Public BDCs broadly trading at deep discounts creating attractive entry point, with management teams buying back shares at accretive levels.