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Joe Cioffi: The Three Cs Of Credit Ratings

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Joe Cioffi, the author of Credit Chronometer. In this part, Joe discusses measuring the market sentiment, the three Cs of credit ratings, the success of a subprime auto securitization, credit rating downgrades, and the main types of credit enhancements,

Q2 hedge fund letters, conference, scoops etc

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So just wanted to welcome all our listeners to a very special episode. I have Joe Cioffi, author of the credit chronometer and partner at Davis. And, Joe, welcome to the show. Thank you. Well, happy to be here with you. All right. Yeah, if you can, if we can...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.