ABL lenders are facing new valuation risk as tariffs disrupt global trade and asset pricing. In this ABF Journal podcast episode, Editor in Chief Rita Garwood sits down with Andy Blumenstock, Managing Director at Hilco Valuation Services, to break down how capital-intensive transportation assets — from aircraft to railcars to vessels — are being repriced, restructured and rethought. He also discusses how ABL and secured lenders can reduce risk and capitalize on dislocations.Key insights:·   How $5B in new aircraft costs affects structured finance and leasebacks·   The implications of compressed spreads and trade disruption for underwriting·  How to diversify exposure to mitigate geopolitical shocks

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