***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.

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

Hedgeye Podcasts

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