Know More. Risk Better.

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Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.

  1. 6일 전

    From Know More to Above the Fray: Markets & the Road Ahead

    In this final episode of the Know More Risk Better podcast, Winnie Cisar is joined by Zachary Griffiths to discuss the key themes shaping markets in 2026. They examine the evolving Federal Reserve outlook, Treasury yield uncertainty, and the impact of AI-driven investment trends, including growing hyperscaler debt issuance and data center financing activity.  The conversation also explores inflation risks, labor market dynamics, geopolitical developments, and how AI is influencing productivity, financial conditions, and investor sentiment. They assess the implications for credit markets and fixed income investors while reflecting on lessons from the podcast and previewing the upcoming Above the Fray podcast. This episode offers valuable insights into the market forces investors should watch as they navigate an increasingly complex macro environment.

  2. 7월 23일

    BSL Divided: AI Overhang vs. Flight to Quality

    In this episode of the Know More. Risk Better. podcast, Winnie Cisar is joined by Kerry Kantin to discuss the key trends, risks, and opportunities shaping the broadly syndicated loan market. They examine the rebound in loan issuance, the growing divergence between higher- and lower-quality credits, and how AI-related uncertainty is affecting software and technology borrowers.  The conversation also explores refinancing activity, liability management protections, the approaching 2028 maturity wall, and the evolving relationship between private credit and broadly syndicated loans. They assess the rise of AI infrastructure and data center financings, changing CLO dynamics, and the technical factors influencing leveraged finance markets. This episode offers valuable insights into the forces driving loan market performance and the risks and opportunities credit investors should watch in the months ahead.

  3. 7월 16일

    Geopolitics, the Dollar and the AI Bubble Debate

    In this episode of the Know More. Risk Better. podcast, Zachary Griffiths is joined by Cedric Chehab at BMI to discuss the key macroeconomic, geopolitical, and market forces shaping the global outlook. They examine the evolving situation between the US and Iran, the implications of higher oil prices, inflation risks, and how central banks may respond if geopolitical tensions escalate.  The conversation also explores the outlook for the US economy, labor markets, interest rates, the US dollar, and the growing role of AI-driven investment in supporting growth while raising concerns about valuations and potential market excesses. Zach and Cedric further discuss political risk, the 2026 US midterm elections, housing market challenges, and how investors can navigate an increasingly uncertain environment. Tune in for valuable insights into the risks, opportunities, and market dynamics that matter most for investors today.

  4. 7월 9일

    SpaceX at Scale: Valuation, Volatility and the Road Ahead

    In this episode of the Know More. Risk Better. podcast, the conversation explores the rapid rise of SpaceX and what its expanding ambitions could mean for investors, credit markets, and the broader technology landscape. Winnie Cisar is joined by Zachary Griffiths and Davis Hebert to discuss SpaceX’s evolution from a rocket company into a business spanning Starlink satellite connectivity, AI infrastructure, and future growth initiatives. They examine the company’s IPO, bond issuance, valuation debate, credit ratings, cash burn concerns, and the role of Elon Musk in shaping its long-term vision.    The conversation also explores potential disruption across telecom and technology markets, the challenges of valuing a company driven by future opportunities, and the key catalysts investors should watch. This episode offers valuable insights into one of the market’s most closely watched companies and the risks and opportunities emerging across AI, connectivity, and space-driven innovation.

  5. 7월 2일

    Global Market Update: 2H26/1H27 Outlook for the US & Europe

    In this episode of the Know More. Risk Better. podcast, the discussion examines how resilient economic growth, elevated interest rates, and strong market technicals are shaping the outlook for global credit markets through 2H26 and into 2027. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the impact of evolving Fed and ECB policy expectations, labor market strength, and persistent demand for yield across credit markets.  The conversation explores tight credit spreads, fund flows, duration and sector positioning, and differences between U.S. and European credit dynamics, while also addressing AI-driven market optimism and the key risks that could challenge valuations. Gain timely, macro-driven insights to help investors navigate market uncertainty, assess credit conditions, and identify opportunities across global fixed income and credit markets.

  6. 6월 25일

    Payrolls to Private Jets: Lessons From 4 Decades on Wall Street

    In this episode of the Know More. Risk Better. podcast, the conversation explores how decades of experience across major market cycles are shaping today’s views on macro dynamics, interest rates, and investor behavior. Zachary Griffiths is joined by Mike Schumacher to reflect on key turning points including the 2008 financial crisis and earlier market dislocations, and to discuss how shifting incentives, capital flows, and central bank policies continue to influence market outcomes.  They examine the balance between fundamentals and technicals, the growing role of investor behavior, and the resilience of markets amid geopolitical shocks, alongside the near-term inflationary and longer-term disinflationary impact of AI. The episode delivers a clear, experience-driven perspective to help investors better navigate today’s complex macro and credit environment.

  7. 6월 18일

    Europe Autos Reset: Competition, Costs and Credit Risks

    In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from historical US-Japan auto competition.   They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to help investors navigate credit positioning in an increasingly complex autos landscape.

  8. 6월 12일

    U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

    In this episode of the Know More. Risk Better. podcast, Winnie Cisar introduces a special episode featuring a replay of CreditSights’ U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy webinar, exploring how evolving market conditions are shaping stressed and distressed credit dynamics. Mark Lightner is joined by Winnie Cisar, Jory Eisenberg, Ian Feng, and Patrick Holohan to discuss the market outlook, sector themes, and the growing role of liability management exercises, litigation, and bankruptcy in credit outcomes. They examine defaults, distress trends, and evolving transaction structures, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help investors better understand and navigate opportunities in the special situations credit market.

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Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.

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  • 제작진
    CreditSights
  • 방송 연도
    2020년 - 2026년
  • 에피소드
    100
  • 등급
    전체 연령 사용가
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    Know More. Risk Better.

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