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All Episodes

Cloud 9fin — 282 episodes · page 1 of 3

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Title
1

Shall I compare thee to an English restructuring?

2

Subprime Time — What does music royalty ABS look like today?

3

One does not simply raise €15bn in Europe

4

Syndication Nation — Will protein-maxxing keep Chobani king?

5

Nube 9fin — Privatizations and concessions across Argentina

6

William Cohan reveals how Apollo and Leon Black ushered in the private credit boom amid fortune and scandal

7

LME Doomscrolling — Just because you can, doesn’t mean you should

8

Syndication Nation — Will rescheduling light up the cannabis debt markets?

9

Distressed Diaries — Are football clubs paying too much for their boots?

10

Jane’s LME Addiction — BofA drops in on a double Black Diamond navigating uncharted DQ litigation slopes

11

Eat, sleep, drive — Breaking down the Del Monte, Serta & American Tire trifecta

12

JP Morgan’s $1.5tn SRI targets Europe’s security supply chain

13

Can Indian private credit growth hit 30%?

14

Claude Code shook credit. What breaks next?

15

El Niño is Spanish for … The Niño

16

Stepping into the ‘Archieverse’

17

The In-court Report — What Bitcoin Depot’s bankruptcy means for creditors (and scam syndicates)

18

Syndication Nation — The tie-up between insurance and America’s AI buildout

19

Private Chat — Fundraising and secondaries during private credit’s liquidity crunch

20

Distressed Diaries — Will the SUNs shine on Arxada A&E deal?

21

Syndication Nation — From mega-cap to megawatts: How AI data center bonds are rewriting the credit playbook

22

Syndication Nation — The $81bn HY/IG jigsaw puzzle behind Paramount-WBD

23

Tranche Talk — Unlocking value in infra CLOs with RRAM’s Anjana Ravani

24

Syndication Nation — Is software credit headed for terminal decline?

25

Jane’s LME Addiction — Will law firm musical chairs bring LMEs 3.0?

26

Straight outta Hormuz — credit analysis in the age of macroshocks

27

Syndication Nation — I just came to say HALO

28

Lessons learned from the corrosion of Exide Technologies with George Schultze

29

LME Doomscrolling — Data-driven reality check

30

Decoding the software lending shock in private credit with MSCI

31

China’s property developers return to offshore bond markets

32

Syndication Nation — The ride goes on at Six Flags, but the story isn’t settled

33

Distressed Diaries — Iran war adds to bad chemistry

34

Tranche Talk — Navigating CLO trading technicals with Performance Trust’s Alex Navin

35

Syndication Nation — Credit investors turn to prediction market odds amid macro uncertainty

36

RBI to unleash Indian banks to finance M&A next month

37

Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME

38

Distressed Diaries — MFS’ bridge too far

39

Distressed Diaries — Altnets dial down expansion in wake of distress

40

Jane’s LME Addiction — Debevoise star recruits discuss whether LM is just amend and pretend

41

Private Chat — Doing the safety dance in the lower middle market

42

What’s in the EA endgame?

43

Turning working capital into liquidity with SLR’s Mitch Soiefer

44

Syndication Nation — The TLA-ming of the shrew

45

Syndication Nation — Recapping a jam-packed January with AGL’s Wynne Comer

46

Snooze/lose hits different in America

47

Distressed Diaries —  Ardagh CDS and the empty glass paradox

48

Venezuela — A change is gonna come, but who will collect?

49

Jane’s LME Addiction — Co-Optimum — Navigating the Altice USA antitrust litigation

50

Lion City’s CCCD provision is a roaring success

51

Syndication Nation — Looking ahead to 2026 with BlackRock’s Mitch Garfin

52

Distressed Diaries —  Ghost of restructurings past

53

Tranche Talk — Looking ahead to 2026 with BofA's Pratik Gupta

54

Private Chat — Unlocking liquidity through private credit secondaries

55

The In-Court Report with Cat Corey — The latest on backstop fees in rights offerings and DIP financings

56

Distressed Diaries — Weil we have your attention, what is fair?

57

What makes the middle market?

58

Syndication Nation — Credit and the Cosmos

59

Navigating downturns with Hilco’s Jamie Sprayregen

60

Syndication Nation — Education borrowers taken to task

61

Jane’s LME Addiction — Are lender voting and concentration caps the new and improved DQ lists?

62

Distressed Diaries — More private credit cockroaches crawling out?

63

Private credit goes up a grade

64

Tranche Talk — Navigating CLO demand through regulatory changes with PGIM’s Edwin Wilches

65

Tranche Talk — CLO investing in a new regime with BlackRock’s Saffet Ozbalci

66

Jane’s LME Addiction — Let’s veto that law firm

67

How a private credit agreement was negotiated before exclusivity

68

Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong

69

Syndication Nation — LevFin gaming and the big parlay on sports contracts

70

Distressed Diaries — Sue me! Litigation on the rise as European LMEs become more aggressive

71

Jane’s LME Addiction — The minority report with Shai Schmidt

72

Dwindling Prospects: What happens when hospitals disappear

73

Building 9fin: From frustrated banker to fintech founder

74

Distressed Diaries — Hardly fair? The evolution of English restructuring plans

75

Jane's LME Addiction — Is a deal away going your way?

76

Syndication Nation — No Cap(itulation)

77

Distressed Diaries — Will US tariffs drive a German auto slowdown, or will there be a U-turn?

78

Getting on board with Jon Foster

79

Jane’s LME Addiction — DQ lists are overrated

80

Direct lending CLOs, the sterling edition

81

Jane's LME Addiction - Jennifer Selendy knows when to hold 'em

82

SRT across continents

83

Tranche Talk — CLOs are no longer exotic

84

Distressed Diaries — Cerba creditors' patience gets tested

85

Private credit’s Deliberation Days

86

Syndication Nation — My neck, my back, my EBITDA-T addback

87

Jane’s LME Addiction — Rachel Murray will fix your capital structure

88

Tranche Talk — CLOs are now a family business

89

Syndication Nation — Warner Bros Discovery on fallen angel watch

90

Managing global loan data from the middle

91

Distressed Diaries — Fly on the wall to Altice France debt negotiations

92

Canyon Partners’ Sheffield and Barzideh talk opportunistic credit

93

Nothing venture-d, nothing gained

94

New organ, old body — how to avoid 'tissue rejection' in private credit restructurings

95

Private credit terms in the time of tariffs

96

Tranche Talk — Tariff volatility offers opportunities for CLOs

97

Jane’s LME Addiction — Dan Kamensky will Fight for Your Right(s)

98

In private credit, smaller is sometimes better

99

The Ardagh LME origin story

100

Mastering middle office data and decisions