KBRA Podcasts

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Channel • 7 Shows

Business News

Business News

Updated Weekly
Investing

Investing

Updated Weekly
Business News

Business News

Updated Monthly
Business

Business

Updated 06/11/2025
Business

Business

Updated Monthly
Investing

Investing

Updated Twice Monthly
Investing

Investing

Updated 20/05/2024

3 DAYS AGO

Jobs Rebound, Shock Watch, and Historic Uncertainty.

This week, our 3 Things are: Jobs rebound. Have we reached an inflection point? Shock watch. Inflation, energy, and food are all set to move the wrong way. Is this priced into risk? Historic uncertainty. Three experienced voices weigh in on what’s in front of us.

3 days ago

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9 min
26 FEB

Fed in Flux, Single-Bs Widening, and HALOs

This week, our 3 Things are: 1. Fed in flux. Moving toward neutral. 2. Single-Bs widening. What does it signal? 3. HALOs. A new investing acronym and a sign of the times.

26 Feb

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9 min
20 FEB

Delinquencies Warning, Utilities Unicorns, and K-Shapes

This week, our 3 Things are: 1. Delinquencies warning. Is that really a thing??? 2. Utilities unicorns. Can a sector be both defensive and growth? 3. K-Shapes. They’re present in places beyond the consumer.

20 Feb

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9 min
6 MAR

Productivity Boom or Savings Drain, Labor Pessimism, and Inflation Pressure

This week, our 3 Things are: Productivity boom or savings drain? Peeling the onion on sources of growth. Labor pessimism. Is the jobs picture really “weak and fragile”? Inflation pressure. It’s building.

6 Mar

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10 min
8 MAY

Changing Narratives, Earnings Surge, and Nonlinear Oil Move

This week, our 3 Things are: 1. Changing narratives. Better visibility and perspective on issues that drove a selloff in risk earlier this spring. 2. Earnings surge. It’s not just tech. 3. Nonlinear oil move. The risk of a spike is growing.

8 May

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9 min
13 MAR

Bond Havens, Oracle Reassures, and Risk Reprice

This week, our 3 Things are: 1. Bond havens. The flight to quality has shifted. 2. Oracle reassures. An AI lightning rod reports earnings and outlook. 3. Risk reprice. Where is it happening?

13 Mar

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10 min
27 MAR

Shock Risk, Loan Growth Surge, and Earnings Relief

This week, our 3 Things are: 1. Shock risk. Risk is rising, but will credit reprice? 2. Loan growth surge. Where did that come from? 3. Earnings relief. Good news is on the horizon.

27 Mar

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11 min
1 MAY

What We’re Watching, Defaults Two Ways, and Oil Price Perspective

This week, our 3 Things are: 1. What we’re watching. Fresh off the press from our Forward Look publication. 2. Defaults two ways. We compare market prices to the bottom-up view. 3. Oil price perspective. Getting past the threat of “$100 oil.”

1 May

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11 min
13 FEB

Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance

This week, our 3 Things are: 1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data. 2. Labor’s lost leverage. More of the economic spoils are going to capital—is that a bad thing? 3. Rising hyperscaler issuance. Massive new issue supply is forcing investors to rethink the status quo.

13 Feb

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10 min
24 APR

Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism

This week, our 3 Things are: Earnings growth. One observer describes earnings growth as “soaring.” Is that right?Bank exposure to nonbanks. Should we be worried about the linkage?Constructive pessimism. It’s present and it’s bondholder-friendly.

24 Apr

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12 min

As we continue to globally expand, our podcasts are a go-to source for timely briefings directly from our knowledgeable team members. We cover topical research discussions, industry commentary, market news and more.

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