{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Cloud 9fin","title":"Syndication Nation — I just came to say HALO","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/76b8f6b5\"></iframe>","width":"100%","height":180,"duration":535,"description":"The HALO (heavy assets, low obsolescence) trade has gained traction in recent months — particularly in the equity markets — as investors turn away from software businesses amid AI displacement concerns.\nIn this week’s episode of Syndication Nation, 9fin’s podcast on all things leveraged finance, LevFin reporter David Westenhaver joins US deputy editor Sasha Padbidri in unpacking HALO for our side of the market — which credits are actually benefitting from the trade, and whether this is truly a safe haven for LevFin investors.\nHave any feedback for us? Send us a note at podcast@9fin.com. Thanks for listening!","thumbnail_url":"https://img.transistorcdn.com/Ct-LyAY39ezUDdlJpLn-ot9823EZfHGgwNgEVlhXOEg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zMDNl/Mjg3MDMzODFhYTNi/NTVkNTViN2ViYzYx/OGIwZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}