All Episodes

Credit Crunch: Bright Meadow’s Rilander on MBS, Housing Policy

Macro Matters: Invesco’s Levitt on Equities, Rates and Oil

EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook

Macro Matters: BI’s Adelberg on Housing, MBS and Prepay Risk

All Options Considered: Equity Derivatives With Susquehanna

Credit Crunch: Xponance’s McElreath on Credit Inefficiencies

State of Distressed Debt: C Street CEO Henes on Board Dynamics

Macro Matters: Stanford’s Duffie on Fed Balance-Sheet Limits

FX Moment: US Fundamentals Set Up Early 2H Dollar Revival

Credit Crunch: Investor Survey 3Q - Rates, IG vs. HY, US vs. EU

Credit Crunch: Wellington’s Fitzgerald on Convexity Over Carry

Credit Crunch: Around the World of Global Credit in 60 Minutes

Macro Matters: Huw Worthington on ECB, Gilts and Rate Outlook

Credit Crunch: BlackRock’s Rosenberg on Systematic, AI Impacts

EM Lens: Credit Index Futures Can Improve EM Balance Sheets

Macro Matters: BE’s Anna Wong on Warsh, Fed & Inflation Outlook

All Options Considered: Volatility Forum Singapore 2026

State of Distressed Debt: Ellias on Reorganizations’ Global Bazaar

Macro Matters: JPMorgan’s Misra on Rates, Credit and Warsh Fed

Credit Crunch: AI IPOs, Tech Supply and Credit Without Peace

EM Lens: Extracting the Complexity Premium in Emerging Markets

Macro Matters: Lazard’s Van Nostrand on Supply-Shock Investing

FX Moment: Euro-Dollar 2H Outlook Has Become Binary

State of Distressed Debt: Ensis’ Shinder on Middle-Market Workouts

Macro Matters: Morgan Stanley’s Hornbach on Oil and Global Rates

EM Lens: Dispersion Creates Cleaner Entry Points in EM Debt

State of Distressed Debt: Judge Kaplan on Bankruptcy Mediation, Venue

State of Distressed: Mudrick on the Post-LME Maturity Wall

Macro Matters: DWS’ Catrambone on Long-End Selloff, Warsh Fed

Credit Crunch: TCW’s Miller on Rescue Capital and Direct Lending

EM Lens: Developing a Defensive Response to the Mideast Crisis

State of Distressed: Trucano on Distressed Investing’s Evolution

Macro Matters: NISA Investments’ Douglass on Fed, Fiscal Outlook

Credit Crunch: UK Crisis, Private and Middle-Market Credit

FX Moment: Sterling, UK Politics; What Can Take Dollar-Yen Lower

Macro Matters: BI’s Ira Jersey Talks Fed & US Rates Outlook

Credit Crunch: Shorecliff’s Nachman on Market, Managing Growth

All Options Considered: AI FOMO, Yen, Making Sense of Volatility

Macro Matters: BlackRock’s Brownback on Global FI Opportunities

EM Lens: Investors Aren’t Packing Their EM Bags Just Yet

Masters of the Muniverse: New York City and the Market’s Future

Macro Matters: Jerome Schneider on Funding Market Risks

Credit Crunch: Around the World of Global Credit in 60 Minutes

EM Lens: Identifying Alpha Opportunities in EM Fixed Income

Credit Crunch: Saturna’s Drum on Sukuk Growth, Geopolitical Risk

Credit Crunch: Investor Survey 2Q - Iran, Rates, Dollar vs. Euro

State of Distressed Debt: Weber, Aguirre on Attaining Owner DNA

Macro Matters: Fed Past & Future with BNY's Reinhart

FX Moment: Iran War Shift First Step Out of Sterling Bear Cycle

EM Lens: Seeking Solace Ahead of the IMF’s Spring Meetings

Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe

All Options Considered: Iran War, Hormuz and Market Tails

Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience

Credit Crunch: Monroe’s Uddin on Software, Middle-Market Lending

Macro Matters: Fed Communications With Bloomberg’s Mike McKee

Credit Crunch: Proskauer’s Boyko on Outcomes in Private Credit

State of Distressed Debt: Davis Polk’s Resnick on Emerging LME Trends

Macro Matters: Central Banks With BE’s Wong, BI’s Worthington

EM Lens: Shifting to Second Derivatives in EM Sovereign Debt

Credit Crunch: AGL’s Comer on CLOs, Active Management and Growth

EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies

Macro Matters: Yield-Curve Scenarios with BNY’s Granet

Credit Crunch: Iran War, Software Rout and Credit a Safe Haven

State of Distressed Debt: Moelis’ Murray on Private Credit Workouts

Masters of the Muniverse: MMA Founder Doe on Prediction Markets

Macro Matters: DC Policy Update With BI’s Nathan Dean

All Options Considered: Middle East Conflict, What Markets Are Missing

FX Moment: Iran War and Assessing the Shifting Dollar Narrative

Credit Crunch: IR+M’s Gubitosi on Corporates, Securitized Value

Macro Matters: SFVegas Recap with BI’s MBS Strategist Adelberg

Credit Crunch: Around the World of Global Credit in 60 Minutes

EM Lens: Cyclical Sweet Spot for EM Persists, Dollar a Key Risk

Macro Matters: US Rates Outlook With Goldman’s Marshall

Credit Crunch: Wellington's Bannister Talks Private Credit 2.0

Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply

FX Moment: Assessing Narratives That Take the Euro Past $1.20

State of Distressed Debt: Andrew Milgram on Middle-Market Opportunity

Credit Crunch: Apollo’s Matt Nord on Hybrid Growth, Opportunity

All Options Considered: Japan's Election and Market Implications

Macro Matters: MBS Update With BI’s Erica Adelberg

Credit Crunch: Lazard’s Whittaker, Howard on EU Stress, Advisory

Credit Crunch: Beach Point’s Hunsaker on Structured Landscape

Macro Matters: Morgan Stanley’s Hornbach on Dollar, Yield Curve

Macro Matters: Europe-US Divestment Concerns Look Overstated

State of Distressed Debt: 2026 Outlook, STG, First Brands, Hertz

Credit Crunch: Leveraged Loan, Private Credit, CLO Outlook 2026

All Options Considered: Equity Derivatives Dynamics With UBS

Macro Matters: Ample Reserves and Fed Stigma With Darrell Duffie

Credit Crunch: Axar’s Axelrod on Zombie Owners and Credit Cycle

FX Moment: Brown Brothers Harriman's Haddad on G10 FX in 2026

Macro Matters: 2026 US Economic Drivers With CFB’s Shulyatyeva

EM Lens: Between a Rally and a Hard Place in EM Local Rates

Credit Crunch: NISA’s Eichhorn on Alpha and Liability Management

FICC Focus Special: High Yield Outlook

FICC Focus Special: Panel Discusses Investment Grade Outlook

State of Distressed Debt: Latham's Sobolewski on Debtor Playbook

Credit Crunch: KKR’s Pietrzak on Asset-Based Finance, AI Impact

EM Lens: Event Risk Set to Rise Yet EM Should Still Outperform

FICC Special: Harbor’s Litton Talks US Commercial Real Estate

Credit Crunch: Around the World of Global Credit in 60 Minutes

Global BIFX Team Shares Strongest FX Views into 2026: FX Moment

State of Distressed Debt: Jennifer Selendy on LME Battles, Antitrust

Macro Matters: BI Rates 2026 US Treasury Market Outlook

Credit Crunch: Views from Above - How to Think Credit at Tights?

Credit Crunch: Where AI Fits With Cognitive Credit’s Rob Slater

Macro Matters: Global Asset Allocation With Stephen Dover

Credit Crunch: Sound Point's Steve Ketchum on Credit's Revolution

Credit Crunch: Credit Clubs, Sovereign Crises, AT1s vs. Hybrids

Credit Crunch: Akin’s Ramanathan on Capital Solutions

State of Distressed Debt: Houlihan Lokey’s Tuck Hardie Is Back

All Options Considered: Bloomberg Volatility Forum NYC 2025, Part II

FX Moment: Fiscal Strain Leaves No Way Out of Sterling Bear Trap

All Options Considered: Bloomberg Volatility Forum NYC 2025

Credit Crunch: New Mountain’s Kaplan on Net-Lease Landscape

FICC Focus: Newmark’s Hinton on US Commercial Real-Estate Outlook

Macro Matters: US and Canada Monetary Policy Recap and Outlook

Credit Crunch: Corbin Capital’s Cocke on Value in Fixed Income

Macro Matters: Trade and Fed With Fed Watch Advisors’ Emons

State of Distressed Debt: Cadwalader’s Mintz on Recent LME Litigation

Macro Matters: Gold and Gold Stocks With Merk Investments CIO

Credit Crunch: Investor Survey, France, Trade War and 4Q Outlook

All Options Considered: Equity Derivatives With Susquehanna

Macro Matters: ABS Market Review With BI’s Rod Chadehumbe

FX Moment: Mizuho's Rochester on the Yen

EM Lens: From Risk to Resilience With Andersen’s Natalucci

Macro Matters: All Things Rates with BofA Strategist Swiber

Credit Crunch: Rithm’s Nierenberg on M&A, Recasting Perceptions

Macro Matters: Mortgage-Market Update With BI’s Erica Adelberg

All Options Considered: Volatility of NFT Art - View from Christie's

Macro Matters: Global Central-Bank Meetings Review — Rates Recap

Credit Crunch: Adams Street’s Diehl on Trends in Private Capital

State of Distressed: Joele Frank’s Freitag on Distressed Liaisons

EM Lens: Risk Appetite Is Improving, Capital Flows to Follow

Macro Matters: Federated Hermes Gallo on Fixed Income Outlook

Credit Crunch: France, Tariffs, Fed, UK: Credit Always Resilient

Masters of the Muniverse: Munis Await Institutional Backstop

Macro Matters: Yield-Curve Steepening With Mizuho’s Konstam

FX Moment: Bank of Nassau’s Thin Sees Dollar Leg Lower Into Fall

FICC Special: A Primer on Property Lending With Varde's Dunbar

Macro Matters: Who Benefits From Defense Burden-Sharing?

Credit Crunch: Significant Risk Transfers Feeding Private Credit

All Options Considered: Perception of UK's Outlook vs. Reality

Credit Crunch: Palmer Square’s Bloomfield on Traditional, Static CLOs

International Rates Alpha With Invesco’s Baijal: Macro Matters

Credit Crunch: Around the World of Global Credit in 60 Minutes

Masters of the Muniverse: Inside Muni Strategy With Jason Hannon

Credit Crunch: Apollo’s Cortese on Credit Trading, IG Privates

EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer

Macro Matters: Inflation Pricing With JPMorgan’s Phoebe White

Credit Crunch: Vontobel’s Jackson Talks Credit Relative Value

State of Distressed Debt: Axar’s Axelrod Keeping Loan-to-Own Alive

Macro Matters: Secular Macro Trends With Invesco’s Brian Levitt

Dollar Bear Views Hold and Recent Rally Already Over: FX Moment

Real Estate Private Credit With Madison’s Zegen: FICC Special

BlackRock’s Brownback on Global Fixed Income: Macro Matters

Mortgage Market Update With BI’s Erica Adelberg: Macro Matters

ICG’s Saitowitz on Landscape, Outlook for CLOs: Credit Crunch

Ninety One’s Kent on Blurring Lines Between EM and DM: EM Lens

Stablecoin Regulation Update With Nathan Dean: Macro Matters

Oaktree’s Rosenfelt on LME Tensions: State of Distressed Debt

BI’s Huw Worthington, Ira Jersey Talk G3+ Rates: Macro Matters

Investor Survey, Trade War and Dollar, 2H Outlook: Credit Crunch

Rates Volatility With Quadratic’s Davis: All Options Considered

Euro-Dollar 2H Bullish View May Get Cyclical Support: FX Moment

Stablecoins’ Appetite for T-Bills, ESLR Reform: Macro Matters

Barings’ Bryan High on Adjusting to Volatility: Credit Crunch

Fed Thoughts With BI Rates Strategist Ira Jersey: Macro Matters

Liquidity and Central Bank Reserves with Matt King: All Options Considered

Charlesbank’s Hau on Playing to Your Strengths: Credit Crunch

CGI’s Jamison on Emerging-Market Opportunities, Risks: EM Lens

SVP's Geenberg on Distressed Turnarounds: State of Distressed Debt

The Price of Football With Kieran Maguire: Macro Matters

Sail Tariff, Default Seas with Alternative Credit: Credit Crunch

Monroe’s Koenig on Navigating Risk Amid Growth: Credit Crunch

US Debt Dynamics, Hard Data May Shape 2H Dollar Bears: FX Moment

Sue Hill on T-Bill Scarcity and Central Clearing: Macro Matters

Canyon’s Potts Leans Into CRE Complexity Premium: FICC Special

Canyon’s Kivitz on Cycles, Risk and Uncertainty: Credit Crunch

Bond Tax Exemption Lives On, for Now: Masters of the Muniverse

Fiscal Policy vs. the Bond Market - Who Breaks?: Macro Matters

Gibson Dunn’s Greenberg Unpacks Co-Ops: State of Distressed Debt

Trade War Easing, Wide Spreads Aid Credit Outlook: Credit Crunch

Carronade’s Gropper on Investing: State of Distressed Debt

Andy Constan on Fed Policy and Bond Market Myths: Macro Matters

Navigating Crypto Volatility: All Options Considered

Reasons to Believe in Better Canadian Dollar Fortunes: FX Moment

AI Is Coming in Hot to Muniland: Masters of the Muniverse

Crayhill’s Mendez Speaks on Defensive ABL Appeal: Credit Crunch

Managing Through Volatility With Sonal Desai: Macro Matters

Davis Polk’s Tsiouris on Next LME Act: State of Distressed Debt

Tariffs and Volatility Flash Update: All Options Considered

SCP’s Perkins on Middle-Market Workouts: State of Distressed Debt

Looking Through Tariffs, With Principal’s Shah: Macro Matters

Metacapital’s Narula on Mortgage Market Shakiness: Credit Crunch

Andersen’s Natalucci on Fallout in Financial Plumbing: EM Lens

High Yield 2Q Investor Survey, Views Amid Tariffs: Credit Crunch

Orion's Lewnowski on Mining and Commodity Outlook: Credit Crunch

Tariffs, Bonds, and Dollars With James Grant: Macro Matters

US Tariffs and FX Effects - What You Need to Know: FX Moment

Leste’s Gennari Is Leaning Into Real Estate Credit: FICC Special

BlackRock’s Rosenberg on Systematic Multi-Strat: Credit Crunch

Bloomberg Volatility Forum London 2025 Part II: All Options Considered

Bloomberg Volatility Forum London 2025: All Options Considered

A ‘Generational Opportunity’ in Munis: Masters of the Muniverse

Chilton’s Horan on Fed, Economy and Bonds: Macro Matters

New Mountain’s Holson on Defensive Direct Lending: Credit Crunch

Tariffs, Debt Brake, Fed and ECB Impact on Credit: Credit Crunch

Anchorage’s McGrath Breaks Down LMEs: State of Distressed

Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens

Dollar at Crossroads as Tariffs, Growth Path Evolve: FX Moment

Delos’ Lefkovits on Private Credit, Default Trend: Credit Crunch

CRE Sentiment and Risks with CREFC’s Pendergast: Macro Matters

Gemcorp CEO Delivers Masterclass in EM Private Credit: EM Lens

VIX, Rates Vol, Gold With Susquehanna: All Options Considered

Catastrophe Bonds & Extreme Events With Man AHL: Credit Crunch

Sustainability Makes SMAs Tick: Masters of the Muniverse

Dissecting Fixed Income With Wellington’s Khurana: Macro Matters

Derrough on Restructuring’s 3D Chess: State of Distressed Debt

High Yield 1Q Investor Survey, Europe vs. US Views: Credit Crunch

Tariff Mercy Helps Sterling, but Cyclical Pain Stays: FX Moment

Global Central Bank Review and Geopolitical Risks: Macro Matters

Arini’s Lemssouguer on Dislocated European Credit: Credit Crunch

Crypto, Multi-Asset Volatility With CBOE: All Options Considered

Benefit Street’s Byrne on Multifamily CRE Appeal: Credit Crunch

Muni Road Ahead Looks Bright: Masters of the Muniverse

Debts, Deficits and Bonds With Schwab’s Jones: Macro Matters

Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch

HSBC’s Kettner Is Leaning Into High-Beta Asset Classes: EM Lens

Waterfall’s Raghavan on CRE’s Outlook: State of Distressed Debt

PineBridge’s Oh on Favorable Credit Environment: Credit Crunch

No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment

Diamond Hill’s Song on Credit Outlook, Landscape: Credit Crunch

Middle-Market Lending With Marathon’s Lueker: Credit Crunch

Market Outlook Post December FOMC With Ben Emons: Macro Matters

How Big Banks See 2025’s Muni Outlook: Masters of the Muniverse

KKR’s Pietrzak on Private Credit Scale, Value: Credit Crunch

2025 High Grade and High Yield Outlook, US vs. EU: Credit Crunch

Do EM Country Fundamentals Really Even Matter Anymore?: EM Lens

The Year Ahead in Rates, Credit and Currencies

Bain’s Rufino on Special Sits Strategy: State of Distressed Debt

ABS 2025 Market Dynamics With BI’s Rod Chadehumbe: Macro Matters

Shifting EM Backdrop Will Breed Both Winners and Losers: EM Lens

No Existential Euro Risk, But It's Not a Rosy Picture: FX Moment

Volatility Bite-Size: All Options Considered

NAV Lending Prospects With Crestline’s Philipp: Credit Crunch

Crews & Associates’ Mulholland on Treasury Market: Macro Matters

Navigating CLO Equity With Eagle Point’s Majewski: Credit Crunch

The Intersection of AI and Muniland: Masters of the Muniverse

Beach Point’s Sauer on LMEs, Coops: State of Distressed Debt

US vs. EU Credit Gaps On Election and Rate Cuts: Credit Crunch

Deficits, Regulations, and Taxes with Nathan Dean: Macro Matters

Enjoy Dollar Bull US Narrative, With No Complacency: FX Moment

Unpacking Growth and Inflation Projections With the IMF: EM Lens

UBS’ Sabatino on Fed Liquidity and SEC Regulation: Macro Matters

Using Technology to Go Odd-Lot Hunting: Masters of the Muniverse

Listen Now: Inside Active by Bloomberg Intelligence

400 Capital’s Hentemann on Securitization Market: Credit Crunch

Barings’ Ockerbloom Sees Opportunity in Real Estate: EM Lens

Antares’ Mathew on Direct Lending’s Advantages: Credit Crunch

Active Muni ETFs Are a Brave New World: Masters of the Muniverse

Abrdn’s McCann on Fed Narratives and Fiscal Risks: Macro Matters

Polen Capital on Its Multiasset Solutions Outlook: Credit Crunch

High Yield 4Q Investor Survey, Europe vs. US View: Credit Crunch

Mercer’s Nuzum: Lean Into Emerging and Frontier Markets: EM Lens

Nouriel Roubini on Policy Stimulus, Stagflation & Geopolitical Risk: FICC Focus Special

Bloomberg Volatility Forum NYC 2024: All Options Considered

BlackRock’s Lynam Constructive on Credit Outlook: Credit Crunch

JFW’s Jon Weber on Post-Reorg Boards: State of Distressed Debt

State of US Systemic Risks with DiMartino Booth: Macro Matters

China Stimulus No FX Game Changer After Cyclical Lift: FX Moment

FS Investments’ Beckman on Opportunistic Credit: Credit Crunch

Rate Volatility and Central Banks: All Options Considered

Vontobel’s Jackson on Outlook for Global Fixed Income: EM Lens

SVP’s Woltery on Opportunity in Europe: State of Distressed Debt

Unemployment at 5% May Escalate Fed’s Rate Cuts: Macro Matters

The Future of Financial Research, With BI’s Dwyer: Macro Matters

Solutions in a Changing Muni Landscape: Masters of the Muniverse

Are Spreads Pricing Fed, ECB Cuts for Perfection?: Credit Crunch

US Politics Could Soon Revive De-Dollarization Talk: FX Moment

VIX at 65, MOVE Above 100: All Options Considered

Schroders’ Graham Seeks Alpha in EM Corporate Credit: EM Lens

Rethinking Macro Credit Patterns via BI STRTE: Credit Crunch

How Canada’s Economy, Rates Have Diverged From US: Macro Matters

Johnston on Credit-Research Data Tools: Masters of the Muniverse

SLR Cofounders on Specialty Financing Advantages: Credit Crunch

Sprayregen on Restructuring Landscape: State of Distressed Debt

BIoomberg Intelligence on the Great Dollar-Yen Unwind: FX Moment

Future of Fed Policy Changes and Fiscal Scenarios: Macro Matters

Election Puts Muniland in Its Sights: Masters of the Muniverse

Systematic Credit Growth Seen by Insight’s Benson: Credit Crunch

Bonds Are Not Vegetables Says HSBC’s Steven Major: Macro Matters

Fed Easing Cycles and Unsustainable Fiscal Policy: Macro Matters

Central Bank Reserves, Markets, Bitcoin: All Options Considered

Shorecliff’s Nachman on Launching, Running a Fund: Credit Crunch

HSBC’s Ulgen on Emerging-Market Fundamentals, Sentiment: EM Lens

High Yield 3Q Investor Survey, View Ahead of Cuts: Credit Crunch

Global Elections Permeate Sovereign Bond Markets: Macro Matters

Time to Forget French Politics, Focus on the US Race: FX Moment

Jacoby on Purdue’s Impact; Uptier Rows: State of Distressed Debt

Bittersweet Farewell to BN’s Joe Mysak: Masters of the Muniverse

US Economic, Rates Outlook with BE’s Stuart Paul: Macro Matters

TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens

Pretium’s Ouderkirk on Accessing the CLO Market: Credit Crunch

Matt Doheny on Investing, Yellow, and FTX: State of Distressed Debt

G3+ Central Bank, Currency, Interest Rate Outlook: Macro Matters

Can Start of Rate Cuts Keep Credit Spreads Tight?: Credit Crunch

US Election Pricing, Income Funds: All Options Considered

BoC, Loonie Give Dollar-Bears a Plan B Till Fed Turns: FX Moment

Global Economic Decoupling With MKP’s McMahon: Macro Matters

Technological Advancement in Muni SMAs: Masters of the Muniverse

17Capital's de Selancy on NAV Lending Expansion: Credit Crunch

Rabobank’s Lawrence on Investing in a ‘New’ Old World: EM Lens

PIMCO’s Jerome Schneider on Money-Market Dynamics: Macro Matters

High Yield 2Q Investor Survey, Loan vs. Bond View: Credit Crunch

Katten’s Winters on Distressed Governance: State of Distressed Debt

BOJ Intervention Alone Won't Turn Dollar-Yen Fortunes: FX Moment

Special Situations Landscape With Polus’ Dafforn: Credit Crunch

Geopolitics, Biden vs. Trump and Markets: All Options Considered

Fed Balance Sheet Runoff and Treasury Issuance: Macro Matters

IMF’s Natalucci and Wu on Risks to Financial Stability: EM Lens

The Economy, the Fed, and the Mortgage Market: Macro Matters

Rate-Cut Delays Wounded Credit - How Much Longer?: Credit Crunch

Yieldstreet’s CIO on Opening Up Alternatives: Credit Crunch

Blind Spots in Active Muni Management: Masters of the Muniverse

Arena's Zwirn on Flexibilty in Special Situations: Credit Crunch

US Rate Markets Refresh After Two Weeks of Mayhem: Macro Matters

Euro-Dollar Parity Talk, Dollar-Yuan, Intra-Asia FX: FX Moment

Volatility Forum 2024 Part II: All Options Considered

Ken Feinberg on Mass Tort Mediation: State of Distressed Debt

DiNapoli on NY and Taxpayer Migration: Masters of the Muniverse

Volatility Forum 2024: All Options Considered

Chatterjee on Carrying in a Low-Volatility Beta Regime: EM Lens

Mid-Market Lending With Jim Fellows, First Eagle: Credit Crunch

Powell’s Dovish March Surprise With Anna Wong: Macro Matters

Muni Manager’s Active Focus Bucks Tide: Masters of the Muniverse

Is Credit Too Tight On Low Defaults and Rate Cuts?: Credit Crunch

Houlihan Lokey's Hardie on Yet-to-Crest Wave of Distressed Debt: State of Distressed Debt

Treasury Market Updates With AmeriVet’s Faranello: Macro Matters

What's Next for the Swiss Economy, the SNB and Franc?: FX Moment

JP Morgan’s Maciunas on Shifting Demand for MBS: Macro Matters

Driving Illiquid Muni Pricing with AI: Masters of the Muniverse

SocGen’s Kalen Remains Upbeat on Emerging Market Carry: EM Lens

Acadian’s Richardson Dives Into Systematic Credit: Credit Crunch

Bitcoin ETFs, 0DTEs With CBOE: All Options Considered

Inflation and Policy Pivots with Seth Carpenter: Macro Matters

High Yield 1Q24 Investor Survey and Outlook: Credit Crunch

Akin’s Abid Qureshi; BI on WeWork, Gol: State Of Distressed Debt

Man Group’s Moniot on Rise of Credit Risk Sharing: Credit Crunch

Here We Go Again -- Dollar Bulls Back in Charge: FX Moment

Unpacking January’s FOMC Meeting With BE’s Wong: Macro Matters

Game-Planning 2024 Election Impacts: Masters of the Muniverse

Blue Owl’s Packer on Direct Lending’s Long Runway: Credit Crunch

State of Fixed Income, With UBS’ Bobby Martin: Macro Matters

Easing Cycle and Cross-Asset Volatility: All Options Considered

G3+ Deep Dive Summary — Asynchronous Rate Cycle: Macro Matters

Keep Calm, Carry On with Leveraged Loans and CLOs: Credit Crunch

Canyon’s Sheffield; Latest on Rite Aid, Audacy & More: State of Distressed Debt

Looking at G-10 FX Prospects in a Weak-Dollar World: FX Moment

Identifying Alpha Opportunities in EM Rates, Credit and Foreign Exchange: EM Lens

Fed’s Lips Are Getting Looser, Says Mike McKee: Macro Matters

Looking Ahead and Reflecting on Rates, Credit and Currencies: FICC Focus

Volatility Wrapped - Key Themes of 2023: All Options Considered

KKR’s Pietrzak on Private Credit Filling the Void: Credit Crunch

2023 in Rearview, How Banks See 2024: Masters of the Muniverse

Fed’s Dovish Surprise With BE’s Stuart Paul: Macro Matters

Carronade Capital’s Andy Taylor; Purdue at SCOTUS Takeaways: State of Distressed Debt

2024 Credit Outlook and Private Credit Focus: Credit Crunch

Navigating Dollar, Asia FX in Changing Economic World: FX Moment

Don’t Be Naive After a November to Remember in EM Debt: EM Lens

Arcmont’s Cavalier, Brooks on All-Weather Credit: Credit Crunch

Tax-Loss Harvesting Comes to Muniland: Masters of the Muniverse

Rate Markets Mispricing Early Interest Rate Cuts: Macro Matters

Brandywine Global's McClain on Risk, Value in High Yield: Credit Crunch

Fed More Macro-Relevant Than China, Russia & Israel: EM Lens

Rout and Rally: Investing In a 5% World: Credit Crunch

Revisiting Dollar Price Action as Bears Look to 2024: FX Moment

Electric Capital's Meyers on Crypto; Hertz Post-Petition Interest Row: State of Distressed Debt

UK Focus Shifts to 2024 Cut Pricing: All Options Considered

BI Rates’ November FOMC and Refunding Recap: Macro Matters

Oaktree's Panossian on Compelling Credit Options: Credit Crunch

TCW’s Whalen on Strategy for a ‘Not Soft Landing’: Credit Crunch

Taper With No Tantrum as Tighter Conditions Take Hold: EM Lens

Growing a Fledgling Fund Amid Muni Chaos: Masters of the Muniverse

Rise of Zero-Day Options With CBOE: All Options Considered

PGIM’s Robert Tipp on Global Bond Markets: Macro Matters

High Yield 4Q23 Investor Survey and Outlook: Credit Crunch

Damodaran on Valuation; Latest on Hawaiian Electric, Diamond Sports, and More: State of Distressed Debt

Can't Underestimate US Recession Risks, Dollar Effect: FX Moment

Man Numeric's Kamenski, Lam on Systematic Credit Evolution: Credit Crunch

Discussion on Call Overwriting, Rates, 0DTE: All Options Considered

BOE Hits Pause, But For How Long?: All Options Considered

Infrastructure Becomes Locked Market in Muniland: Masters of the Muniverse

Post-FOMC Rate Review With BNP Paribas’ Marshall: Macro Matters

Paul Hastings' Hansen on Crypto, Mass Tort, & 'Creditor-on-Creditor Violence'; Latest on Yellow, 3M, and Diamond Sports: State of Distressed

Questions From West Coast Investor Trip: Macro Matters

Isolating Idiosyncratic Risk Factors in EM Dollar-Pay Debt: EM Lens

Sustainability and ESG In Credit: Why Bother?: Credit Crunch

Bigger BRICS Renews Dollar Demise Talk, But In Vain: FX Moment

Active Management, Fixed Income Chaos: Masters of the Muniverse

Hildene's Jefferson, Mehra on Structured Strength: Credit Crunch

US Rate-Market Review With TD’s Gennadiy Goldberg: Macro Matters

Credit Correction: Is That Enough? - Credit Crunch

Euro Bullish Cyclical Narrative Holds But Only Just: FX Moment

Losada on Extracting Excess Returns in Latin America: EM Lens

BI’s Adelberg on Mortgage-Backed Securities: Macro Matters

Brubaker on ‘Non-distressed’ Debtors; Latest on J&J, Crypto, Cineworld: State of Distressed

BOE Steps Down Pace on Lack of Upside Surprises: All Options Considered

Riding Volatility as Turmoil Recedes: All Options Considered

Post-Federal Reserve Meeting Thoughts: Macro Matters

Castlelake Co-CEO on Asset-Based Private Lending: Credit Crunch

Green Shoots Are Sprouting in Emerging Market Debt: EM Lens

Carlyle's Pavelski on Private Credit; Latest on Crypto, Audacy

Building a Better Muni-Management Trap: Masters of the Muniverse

Time Has Come for a Revival of Dollar Bear Views: FX Moment

High Yield 3Q23 Survey and Outlook: Credit Crunch

Post-Payrolls Rate View, RRP During TGA Rebuild: Macro Matters

A Review of Global Central Bank Policy Actions: Macro Matters

Waterfall’s Jack Ross Talks Structured Markets: Credit Crunch

BOE Goes Faster Increasing Stagflation Risk: All Options Considered

Building A Bullish Narrative in EM Local Debt: EM Lens

Bloomberg Economics’ Anna Wong on Fed Jawboning: Macro Matters

Muni Ladder Strategies Can Boost Returns: Masters of the Muniverse

Pretium's Matt Cantor on Litigation Finance; Latest on Serta, Incora, FTX and Diamond: State of Distressed Debt

Credit Troubles in Size, ESG and CDS: Credit Crunch

Not Easy Being a Euro Bull, But It's No Time to Quit: FX Moment

Abrdn’s Mondillo on Private, Public Corporates: Macro Matters

Credit After Crisis - US vs. Europe: Credit Crunch

Time to Talk About China's Recovery Again: FX Moment

Inside Zero-Day Options With CBOE: All Options Considered

Assessing Opportunities and Risks Across EMEA Region: EM Lens

Schroder's Lisa Hornby on Mortgages, Corporates: Macro Matters

Fixed Income Manager Sees Opportunity: Masters of the Muniverse

Bank of England, ECB, Fed Policy Decisions: Macro Matters

Credit Index Futures: A New Frontier: Credit Crunch

Corbin’s Bergstrom on Credit Landscape: State of Distressed Debt

Eurozone & UK Rate Markets With ING Research: Macro Matters

Let's Talk Sterling Recovery, UK Economic Prospects: FX Moment

Discussion on Cross-Asset Volatility: All Options Considered

Crossover Buyer Lifts Value Lens Hood: Masters of the Muniverse

High Yield 2Q23 Survey and Outlook: Credit Crunch

As Inflation and Growth Concerns Collide: EM Lens & Look-Through

NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters

Credit Crisis Over? US vs. Europe: Credit Crunch

Fidelity’s Van Duzer on Workouts; J&J Talc: State of Distressed

Fixed Income Outlook With Amundi US’ Duensing: Macro Matters

Swiss Focus With Valerie Lemaigre of BCGE: FX Moment

Discussion on Bond, FX Volatility: All Options Considered

Are Market Pricing Cuts Off Base? : Macro Matters

Interest Rate Volatility: Emerging Market Lens & Look-Through

Banking Chaos and Central Bank Hikes: Credit Crunch

800-Pound Gorilla ETF Bullish on Munis: Masters of the Muniverse

Mortgage Market Slows Down Again: Macro Matters

The First Default; How Many More?: Credit Crunch

SVP's Khosla Sees Growing Opportunity. BI on Seasonal Market Gains: State of Distressed Debt

How Ever-Changing Narrative Shapes the Dollar Outlook: FX Moment

DWS' Staples on Yield Curve: Macro Matters

Chinese Equities May Offer Respite During a Profit Recession: EM Lens

Discussing 0DTE, CTAs, VIX: All Options Considered

High Grade Rally and Supply Deluge: Credit Crunch

Muni SMA Juggernaut Gives Their Take on How 2023 Shapes Up: Masters of the Muniverse

High Yield 1Q Survey and Outlook: Credit Crunch

Mark Andersen of UBS AG, What now for the dollar?: FX Moment

US, UK, EUR Rates Markets: Macro Matters

King Street's Goldschmid Talks Shop, J&J's 3rd Circuit Loss

Preparing for Landing: All Options Considered

Last Year’s Laggards Are This Year’s Leaders: EM Lens

Remote Work Prophet Comes to Muniland: Masters of the Muniverse

Brown Rudnick's Stark on Bankruptcy Playbook: State of Distressed Debt

Leveraged Loan Outlook and Review: Credit Crunch

DM Rates Outlook: Macro Matters

ECB and BOE Credit QT Scope and Impact: Credit Crunch

Quant Modeling: Macro Matters

There Are Views Outside Dollar Bearish Box in 2023: FX Moment

All Options Considered End-of-Year Episode: All Options Considered

Big Banks Think 2023 Muniland Rebounds: Masters of the Muniverse

Dec. Fed Plus MBS Deep Dive: Macro Matters

Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens

Mark Shapiro on FTX, After Living Lehman & Distress Round-Up: State of Distressed Debt

Bloomberg Aggregate Index Outlook: Macro Matters

2023 Evolving FX Drivers and Losing US Dollar Appeal: FX Moment

Munis Fight Regulation and Change: Masters of the Muniverse

UK Economic Outlook, Bond Market Volatility: All Options Considered

Goldman’s 2023 Rate Call: Macro Matters

Structural Bulls or Sluggish Bears? Trend Reversal Lifts All EM Boats: EM Lens

The Path to a Euro-Dollar Recovery: FX Moment

Fed’s What Next: Macro Matters

Prof. Jacoby on Mass Torts & Bankruptcy, Distressed's Slow Climb: State of Distressed Debt

Hybrids Plummet, Private Credit Booms, Pensions Dive: Credit Chat

UK Bond Volatility, Crypto to Housing Market: All Options Considered

EM Currencies Battle, But China Still Elephant in Room: EM Lens

TIPS and Inflation-Linked Securities: Macro Matters

US Pension Fund Investing: Macro Matters

Tough Year of Returns: Masters of the Muniverse

Global Financial Crisis Part Deux? Unlikely: Credit Chat

How Close Are We to a US Dollar Turnaround?: FX Moment

Canyon's Todd Lemkin, Distressed Surging, & Cine-Worry: State of Distressed Debt

US Infrastructure with Henry Cisneros: Masters of the Muniverse

Aftermath of Mini-Budget on Volatility, Economy: All Options Considered

Is Sterling Nearing Currency Crisis Status?: FX Moment

Relentless Dollar Strength Leaves EM Currencies in Limbo: EM Lens

Rise of the Muni ETF: Masters of the Muniverse

Managing Endowments: Macro Matters

S&P 500 Volatility and UK Inflation: All Options Considered

Sycamore Tree's Trey Parker, Market Recap, 3M and Cineworld: State of Distressed Debt

Risk Alert? Shipping, Retail, Asia Banks: Credit Chat

Mortgage Market Mayhem: Macro Matters

Decline in Market Value of Benchmark-Eligible Debt: EM Lens

Political Partisanship: Macro Matters

How Does China's Macro Predicament Affects Our Calls: FX Moment

Bet on Gaming, Health Care, Retail Credit?: Credit Chat

New Mesirow CEO Eyes Market In Transition: Masters of the Muniverse

US Rates Potpourri: Macro Matters

Market Recap, Moelis' Bill Derrough, Crypto: State of Distressed Debt

Fed’s Not Quite Done: Macro Matters

ECB, Bonds and Crypto Volatility: All Options Considered

China Doom or Recovery, Industrial M&A Risk?: Credit Chat

New York State of Mind: Masters of the Muniverse

Is the U.S. Dollar Overvalued?: FX Moment

Western Hemisphere Rates: Macro Matters

Fixed Income Returns Turn Positive?: Global Fixed Income Forecasts

Assessing the Landscape for EM Private Equity: EM Lens

Current Market Views & Litigation Claims: State of Distressed Debt

Assessing the Impact of a U.S. Recession on Emerging Market Fixed Income: EM Lens

Portfolio Manager Perspectives & Positioning in an Inflationary Environment: EM Lens

Has the Dollar Peaked Yet?: FX Moment

Inflation & Populism in Latin America: EM Lens

Muni Bonds Discover the Blockchain: Masters of the Muniverse

Corporate Strategy: Macro Matters

Volatility Landscape: All Options Considered

Why Retail, Crypto Are Punishing Credit: Credit Chat

New Distressed Debt Surge: State of Distressed Debt

Asset Class Selection: Macro Matters

Currency Peg & Developments in the U.S. dollar: FX Moment

Credit Recession, Depression or Just Right?: Credit Chat

Mortgage Market & Fed QT: Macro Matters

High Yield Fund Management with Pimco: Masters of the Muniverse

New Debt Distressed Surge: State of Distressed Debt

Fed Shock, Not Awe: Macro Matters

Euro Focus: FX Moment

May Fed Meeting Preview: Macro Matters

Private Replacing Junk, Loans?: Credit Chat

Searching for EM Alpha? Ask the Experts: EM Lens

Algos Take Center in Liquidity Crunch: Masters of the Muniverse

Positive Returns Even with Hawkish Central Banks: Global Fixed Income Forecasts

Incora's New Financing & Toys R Us Litigation: State of Distressed Debt

De-Dollarization, FX, and Treasuries: Macro Matters

Inflation and Geopolitical Risk Overstated?: Credit Chat

Putin's War Has EM Creditors Singing Bond Market Blues: EM Lens

High Yield Munis featuring John Miller of Nuveen: Masters of the Muniverse

What's Next For the Fed?: Macro Matters

Russia-Ukraine War on Distressed Supply: State of Distressed Debt

Russia's EM Fallout: Macro Matters

Restrictive Monetary Policies & Sustainable Finance: EM Lens

Bitcoin's Growing Influence on Credit: Credit Chat

SMA Changing the Game in Muniland: Masters of the Muniverse

Multi-Asset Investing: Macro Matters

Volatility and Declines in Treasuries: State of Distressed Debt

FOMC Takeaways: Macro Matters

G10 FX: Macro Matters

It Doesn't Get Any Better Than This; Or Does It?: BI Credit Chat

Asset Class Challenges & Brazilian Election Risk: EM Lens

Sustainable Investing in Munis: Masters of the Muniverse

Central Banks: Macro Matters

Intelsat's Confirmation, Nordic Aviation Capital's Chapter 11 Filing: State of Distressed Debt

2022 Outlook for Currency and Debt Valuations Across EM: EM Lens

Fed Policy Near & Longer Term: Macro Matters

Tomorrow's Credit News Today: Credit Chat

2021 Muni Recap and 2022 Outlook: Masters of the Muniverse

Omicron Impact & Memorable 2021 Bankruptcies: State of Distressed Debt

North American & European Interest Rates: Macro Matters

Outlook for Currency and Debt Valuations in Latin America: EM Lens

High Yield Municipals & ETF featuring Jim Colby of Van Eck: Masters of the Muniverse

Transitory Inflation Still in Play: Macro Matters

Inflationary Impact on Energy, Utility Debt: Credit Chat

J&J's Subsidiary's Bankruptcy & Distressed Debt Update: State of Distressed Debt:

Muni ETF Industry, Closed End Funds & New Players in Munis: The Muniland

BoE, BoC & the Fed: Macro Matters

Consumer Inflation Woes: BI Credit

Factor-Based Investments & Smart-Beta Revolution: EM Lens

Macro Matters G10 FX Strategy

State of Distressed Debt

Emerging Market Debt & Re-rating in China: EM Lens

Macro Economic Matters and the Fed

BI Credit - Bank Exposure to Evergrande