Know More. Risk Better‪.‬ CreditSights

In this episode of the "Know More, Risk Better." podcast, our hosts Winnie Cisar and Zach Griffiths discuss their recent travels and meetings with clients, sharing insights into the current sentiment in the credit markets. They explore topics such as the private credit market, global views from various meetings, and expectations for the economy and central bank policies.

In the latest episode of the "Know More, Risk Better" podcast, host Zach Griffiths is joined by Logan Miller, Head of European Strategy at CreditSights. Together, they delve into the evolving landscape of the credit market, highlighting shifts in European credit spreads. They explore the interplay between the ECB's cautious stance and the Fed's assertive moves and consider the market's response to political events in Europe and key policy changes.

In this episode of "Know More, Risk Better," host Zach Griffiths is joined by Andy DeVries, Head of Utilities at CreditSights to dive into his preferred ways to position in the rapidly evolving Utilities space. They explore the effects of data center demand on power markets, customer growth impact on utility bills and political risk, and the implications of the Inflation Reduction Act on clean energy. They also discuss potential political changes, the trend of hybrid financing in utilities, and their impact on fixed income investment strategies.

In the most recent episode of "Know More, Risk Better," Zach Griffiths discusses with Mark Lightner how the Biden administration has navigated policy implementation through legislation, executive action, and litigation. They examine key legislative successes such as the American Rescue Plan and the Inflation Reduction Act, and look ahead to imminent Supreme Court rulings and anticipated legal debates surrounding artificial intelligence.

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.