Know More. Risk Better.

CreditSights
  • 0,0 (0)
  • Investeren
  • Tweewekelijks

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

  1. 3 dgn geleden

    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.

    40 min.

  2. 2 jul

    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.

    1 uur

  3. 25 jun

    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.

    59 min.

  4. 18 jun

    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.

    41 min.

  5. 12 jun

    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.

    59 min.

  6. 4 jun

    Conflict, Commodities and the Price of Disruption

    In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes. Zachary Griffiths is joined by Chiedza Madzima at BMI to discuss the scale of shipping constraints, why oil prices have remained resilient despite logistical strain, and when physical shortages could begin to impact markets. They examine investor expectations, policy responses, and longer term implications for maritime choke points and supply chain design, offering practical insights on how operational risks translate into market impact. The episode delivers a clear, forward-looking perspective to help investors navigate evolving geopolitical and supply chain risks.

    40 min.

  7. 28 mei

    The Ins and Outs of European Hybrids

    In this episode of the Know More. Risk Better. podcast, the conversation explores the growth, structure, and investment appeal of corporate hybrids, and how evolving market dynamics are shaping their role in issuer capital structures. Logan Miller is joined by Andrew Moulder to discuss the expansion of the hybrid market beyond utilities, the key benefits including higher yields, tax and accounting advantages, and the associated risks such as extension risk and refinancing challenges. They examine investor demand, market sentiment, and future growth prospects, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help investors better understand and navigate opportunities in the hybrid credit market. Related Resource: Hybrids 101 Explore hybrid bond structures to understand how they blend equity and debt features, shaping both risk exposure and return potential. Download the presentation: https://know.creditsights.com/hybrids-101-pdf/?utm_campaign=35088676-2026%20-%20Growing%20CreditSights%20Subscribers&utm_source=youtube&utm_medium=social&utm_term=youtube%20gated%20content&utm_content=Hybrids%20101

    32 min.

  8. 21 mei

    Why Markets Underprice the Return of Clean Energy Credits

    In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined by Andy DeVries to discuss the divergence between oil and natural gas prices, the impact of rising data center demand on power markets, and a contrarian view that clean energy tax credits are likely to return.  They examine implications for wind and solar growth, power price trajectories, and investment positioning across utilities and energy assets. The episode delivers practical, forward-looking insight to help investors navigate the evolving energy and power landscape with greater confidence.

    24 min.
Bekijk alles (100)

Info

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

Informatie

  • Maker
    CreditSights
  • Jaren actief
    2020 - 2026
  • Afleveringen
    100
  • Beoordeling
    Veilig
  • Copyright
    © Copyright 2023 All rights reserved.
  • Website van aflevering
    Know More. Risk Better.

Suggesties voor jou