Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management

***This webcast originally aired live on Hedgeye.com on May 21st, 2025*** In this special edition of Real Conversations, Hedgeye CEO Keith McCullough hosts Danielle Gilbert, Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market. Gilbert brings deep domain expertise to break down the risk-reward calculus in today’s CLO landscape. Together, she and Keith tackle key questions around: The health of the leveraged loan market Shifts in credit quality and default risk Where institutional capital is flowing—and why How macro volatility is reshaping the search for yield This is a must-watch for fixed-income investors and portfolio managers looking to understand how CLOs are positioned within the broader credit cycle. Danielle Gilbert is a Managing Director at Eldridge Capital Management. Previously, she was a Managing Director for Business Development at Panagram Structured Asset Management. Prior to Panagram, Ms. Gilbert was Director in securitized product sales at RBC Capital Markets. Earlier in her career, Ms. Gilbert worked as a Managing Director and Partner at RW Pressprich, focused on the distribution of fixed income securities. Prior to RW Pressprich, Ms. Gilbert was Director in structured product sales at UBS and began her career at IBM. She received her B.S. in Industrial Engineering from the University of Illinois Urbana-Champaign. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.