All Episodes
FICC Focus — 607 episodes
Credit Crunch: Manulife’s Purdie on AI, ESG and Relative Value
FX Moment: The Fed Meeting & What It Means for Bonds, the Dollar
Macro Matters: Insight Investment’s Murphy on Fixed Income
All Options Considered: Bond Volatility, USD/JPY and Gas Tail Risk
EM Lens: Global X’s Dorson Shines Spotlight on EM Equities, FX
Macro Matters: Barclays’ Meaning on UK Rates, Inflation, Growth
EM Lens: Sandglass’ Lozovsky Reinforces Bullish EM Narrative
Macro Matters: MetLife’s Matus on Fed Policy, AI and Markets
Credit Crunch: Around the World of Global Credit in 60 Minutes
State of Distressed: Burian, Stark on the Preordained Bankruptcy
Macro Matters: Mariner CIO E.G. Fisher on Liquidity and Credit
Masters of the Muniverse: JPMorgan and the Muni SMA Revolution
Credit Crunch: Barings’ Yan on Outlook for Portfolio Finance
Macro Matters: US Economic Outlook With Natixis’ Hodge
Credit Crunch: New Fed Watch as Rates, Not Spreads Drive Credit
All Options Considered: Lessons From Korea’s ETF Volatility
Credit Crunch: Principal’s Goosay on Credit Relative Value Setup
EM Lens: GMO’s Courmes Steers EM Local Bond Bulls
Macro Matters: Invesco’s Brignac on Liquidity, Fed Balance Sheet
FX Moment: Dollar-Yen Bearish Push Needs US Data Validation Next
Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst
Macro Matters: BE’s Anna Wong on Warsh and Fed Communication
EM Lens: Identifying Alpha Opportunities in EM Equities
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