3 Things in Credit: October 22, 2021

What this episode covers

In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. Thematic investing seems to be trumping fundamentals in credit. That doesn’t sound like an investing strategy—but in this market, with this level of exogenous influence, it might make sense. 2. Big bank earnings once again reassured markets that all is not only well, but extraordinarily so. We canvas the conference calls for insightful color. 3. COVID’s impact on globalization and supply chains—how real is the threat? We’ll examine the issue.

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Frequently Asked Questions

How long is this episode of Van Hesser's 3 Things in Credit - A KBRA Podcast?

This episode is 12 minutes long.

When was this Van Hesser's 3 Things in Credit - A KBRA Podcast episode published?

This episode was published on October 22, 2021.

What is this episode about?

In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. Thematic investing seems to be trumping fundamentals in credit. That doesn’t sound like an investing strategy—but in this market, with this level of exogenous influence, it might...

Can I download this Van Hesser's 3 Things in Credit - A KBRA Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.