Know More. Risk Better‪.‬ CreditSights

Host Zach Griffiths and head of U.S. financials Jesse Rosenthal delve into the intricate dynamics of consumer credit and bank exposure to commercial real estate. Discover the nuanced take on credit card debt spikes, the resilience of the consumer in the face of rising rates and inflation, and what the future holds for office CRE. Don't miss their expert analysis on these critical financial trends.

Host Winnie Cisar delves into the world of AI with technology experts Jordan Chalfin and Andy Li. They explore the AI cycle's current state, NVIDIA's market impact, and the burgeoning trend of AI workloads shifting from cloud to on-premises, offering a nuanced perspective on the tech landscape.

Tune in to the latest CreditSights podcast episode where Winnie Cisar and Pat Luby dive deep into the Wealth Management universe, discussing the intricacies of municipal strategy and the shifting interest rate environment. They also explore the strategic use of ETFs and mutual funds within investment portfolios, offering valuable insights for wealth management clients and investors.

In the latest episode of "Know More. Risk Better.," host Zach Griffiths discusses the implications of recent elections in South Africa, Mexico, and India with strategy expert Regis Chatellier and GeoQuant founder and co-head Mark Rosenberg. They delve into the ANC's significant loss in South Africa, the sweeping victory of Morena in Mexico, and the BJP's expected win in India, exploring how these outcomes may influence market dynamics and policy direction.

Winnie Cisar and Kerry Kantin, U.S. Bureau Chief at LevFin Insights, are back with an update on the trends and dynamics of the leveraged loan primary market, emphasizing the surprising strength in 2024. They discuss how a decrease in recession fears and a lack of M&A activity have led to more demand than supply in the market, favoring issuers and sparking a wave of repricing.

Host Zach Griffiths explores the complexities of private credit with guest Lyle Margolis from Fitch Ratings. They examine the balance of strong earnings against the pressures of elevated base rates and liquidity challenges, providing insights into the current state and future trends of middle-market fundamentals.