Calls
1
Lawrence Golub
CEO, Golub Capital
Win Rate
0.0%
return
-1.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$21.06
-1.8%
Golub Capital focuses on floating-rate debt and floating-rate loans because it cares about the interplay of short-term interest rates and inflation. With SOFR around 3.5%-3.6% and the forward curve implying 50-75 bp of cuts over the next 18 months, he watches whether those cuts actually lower the 10-year Treasury, which drives capital spending and mortgage rates.
Bonds & Rates
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Lawrence Golub has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: BKLN, U.S. MIDDLE MARKET LOANS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
