All Episodes
Know More. Risk Better. — 100 episodes
From Know More to Above the Fray: Markets & the Road Ahead
BSL Divided: AI Overhang vs. Flight to Quality
Geopolitics, the Dollar and the AI Bubble Debate
SpaceX at Scale: Valuation, Volatility and the Road Ahead
Global Market Update: 2H26/1H27 Outlook for the US & Europe
Payrolls to Private Jets: Lessons From 4 Decades on Wall Street
Europe Autos Reset: Competition, Costs and Credit Risks
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
Conflict, Commodities and the Price of Disruption
The Ins and Outs of European Hybrids
Why Markets Underprice the Return of Clean Energy Credits
Clearing the Runway: Spirit’s Exit and Fuel Shock
Leveraged Loans in Flux: Volatility, AI and Market Shifts
Europe Macro: Digesting Higher Rates & Energy Prices
Asia’s Market Pulse: Credit Trends and Global Volatility
Banks, Private Credit and the Myth of a 2008 Replay
ETFs 101: Decoding the Mechanics of ETFs for Bond Investors
Global Market Update: 2Q26 Outlook for the US & Europe
Private Credit Reset: BDCs, Defaults and AI Fears
Hot Topics in Bankruptcy in 1Q26
Laura Ullrich On Labor Market Imbalance and AI's Impact
Chemicals: Capacity, Credit Stress & Middle East
Grounded & Rerouted: Middle East Impact on European Aviation
U.S. Consumer Check: Credit Quality Meets Uncertainty
Iran at the Fault Line: Geopolitics, Markets & EM Risks
From Taipei to Hong Kong: Credit Conversations That Matter
Real Estate Rundown: Tracking Europe's Recovery
Shifting Gears: Auto Sector's 2026 Roadmap
Media M&A Mania: The Future of WBD, Broadcast TV & More
Planes, Trains and Loyalty Points: A&D and Transport in 2026
Venezuela in Turmoil: U.S. Intervention and Market Risk
Credit Check: Lessons, Losses and Hot Takes
When Creditors Attack: 2026 Special Situations Outlook
Utilities: The Great Data Center Overbuild
Strategy Global Market Update: 2026 Outlook
Autos Mythbuster: Under the Hood of Consumer Credit
Euro Leveraged Finance: Friends & Foes
From Boom To Bust: Lessons From The 1920s
Credit Cockroaches: Infestation or Isolation?
Hot Takes & Cold Data: The 2026 Economic Bingo Card
SEC Shifting to Semiannual Reporting Requirements?
High Score! EA’s Record-Setting LBO
Global Strategy Outlook: 4Q25/Preliminary 2026
25 for 25: The Future of Credit Research: Looking to the Next 25 Years
25 for 25: Power in Partnership: Collaboration Across Businesses
From Coffee to Consoles: The State of Europe’s Consumer
25 for 25: Transforming Data into Decisions: The Art and Science of Credit Analysis
Cooked Up Controversies? Tariffs, the Fed & Government Intervention in Business
25 for 25: Navigating Credit Crises: Lessons from Industry Veterans
From Chick-fil-A to Credit Spreads: Gauging the U.S. Consumer in 2025
25 for 25: Origins & Evolution: The CreditSights Journey
From Taipei to Hong Kong: Investor Positioning, Crowded Trades & Risks
Powering AI: Data, Utilities & Demand
U.S. Bank Regulation: View From the Front Lines
Revving Up Risk: European Autos vs. Tariffs
Munis Unfiltered: What’s Really Driving the Market?
Refinancing America: A Bond Vigilante’s View
Transatlantic Shifts: Navigating Credit, Growth & Policy in the US and Europe
Global Strategy Outlook: 3Q25/1H26
Making Hay While the Sun Shines: Loan Markets, Rates, and M&A Outlook
EM-ification of the U.S.
Euro Telcos: Taking Stock of the Turnaround
Trends and Tribulations: An Update on the US Consumer
Christmas is Cancelled
Innovation Insights: Europe's Chemicals and Packaging Sector
The Future of American Exceptionalism: Macroeconomic Insights and Impacts
Investment Insights from Hong Kong and Macau
Insurance Portfolio Review with Josh Esterov
Rates Option Market Insights with Blake Winston
Exploring APAC Insurance: Themes and Our Top Picks
Unintended Consequences
Looking at Economic Growth and Risks in Q2 and Beyond
South and Southeast Asia Corporates
Two Sessions + Tariffs = 4.7% GDP for China in 2025
Correction or Chaos? Technical Insights with RenMac’s Jeff deGraaf
Understanding Market Volatility: Insights on Loans and Private Credit
European Banks: Stability Amid Change
Trump's Second Term: Navigating Executive Orders and Court Dynamics
Strategic Outlook 2025: Navigating Risks in European Industries
Navigating the Healthcare Maze: Pharma and Hospitals in 2025
The Future of Oil: Exploring Tariffs and Supply Challenges
Trump 2.0: Navigating the US-China Policy Shifts
EM Sovereigns: Riding the Waves of Change
Terrific Tariffs: Unpacking Economic Impacts
2025 Kickoff: Navigating New Market Waves
Season 7 Finale: Framing Up 2025
Navigating Post-Election Markets: Credit, Autos, and Central Banks
Post-Election Reaction: Market Trends Following Trump's Comeback
US Election 2024: Legal Perspectives and Predictions
Spooky Season Recession
European Real Estate Market: Trends and Outlook
The Changing Landscape of Real Estate Brokerages
Unpacking the Housing Market: Trends, Rates, and Builder Insights
Energy Sector Dynamics: From Oil Prices to Emerging Market Opportunities
European Consumer Outlook: Challenges and Opportunities
Podcast about Podcasts
Navigating the US Election: Health Insurers' Perspective
Unpacking the U.S. Election: Voter Sentiment and Market Implications
Private Investment Grade Credit: Opportunities and Strategies
US & Euro 4Q24/2025 Preview Outlook