Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

***This webcast originally aired live on Hedgeye.com on December 17, 2025***Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman, Director at Eldridge Capital Management, this Wednesday, December 17 at 11:00am ET on HedgeyeTV.The conversation will focus on how credit markets work today and where risks and opportunities are emerging. Keith and Ross will examine the impact of interest rates, macro conditions, and industry trends on credit performance, including Collateralized Loan Obligations (CLOs), Senior Secured Loans, and Business Development Companies (BDCs).The discussion will break down credit risk in clear terms, covering defaults, recent stress cases, and what they signal for the broader credit cycle. The webcast will also explain CLOs in plain English, including how they are structured, why they have historically held up, and how investors should think about CLO bonds and ETFs versus traditional bond funds.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. 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.