100 episodes

Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.

Know More. Risk Better‪.‬ CreditSights

    • Business
    • 5.0 • 20 Ratings

Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.

    Power Plays: Navigating the Evolving Utilities Landscape

    Power Plays: Navigating the Evolving Utilities Landscape

    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.

    • 27 min
    From Legislation to Litigation: Biden's Policy Playbook Examined

    From Legislation to Litigation: Biden's Policy Playbook Examined

    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.

    • 34 min
    Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics

    Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics

    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.

    • 26 min
    The AI Explosion: Sustainable Surge or Impending Bubble?

    The AI Explosion: Sustainable Surge or Impending Bubble?

    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.

    • 22 min
    Muni Market Insights: Wealth Management Strategies Unveiled

    Muni Market Insights: Wealth Management Strategies Unveiled

    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.

    • 28 min
    Special Episode: Ballots and Bonds: A Strategic Discussion on EM Election and Their Aftermath

    Special Episode: Ballots and Bonds: A Strategic Discussion on EM Election and Their Aftermath

    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.

    • 40 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Top Podcasts In Business

The Ramsey Show
Ramsey Network
REAL AF with Andy Frisella
Andy Frisella #100to0
Planet Money
NPR
Money Rehab with Nicole Lapin
Money News Network
Habits and Hustle
Jen Cohen and Habit Nest
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

The Credit Edge by Bloomberg Intelligence
Bloomberg
FICC Focus
Bloomberg Intelligence
At Any Rate
J.P. Morgan Global Research
Thoughts on the Market
Morgan Stanley
Goldman Sachs Exchanges
Goldman Sachs
Making Sense
J.P. Morgan