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All Episodes

The GlobalCapital Podcast — 253 episodes

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Title
1

The bully of the curve

2

The meaning of a basis point

3

Banks beefing up buy-backs as sterling market anticipates bright future

4

Brewing a bromance between Burnham and bonds

5

The waiting games: ME issuance, digital capital markets and French covered bonds

6

The ESN has landed

7

Two comebacks and a pull-back: credit card ABS, insurance tier two and SSA bonds

8

Par from the Maduro crowd?

9

SSAs and US Treasuries: crossing the final frontier

10

Starmer, strife and sterling bonds

11

Justice for covered bonds (and securitization)

12

The outbreak of Warsh

13

The fast and the dubious

14

What it takes to break issuance records in volatile markets

15

How bond issuers will take advantage of Iran ceasefire

16

The Gulf’s banks get ready for recession

17

News from the frontier: Africa leads emerging market bond revival

18

The dollar dilemma for public sector bond issuers

19

Banks may be shut but Amazon delivers

20

The future of the Middle East bond market

21

Abu Dhabi, Blue Owl and bridging lenders

22

Software update: AI Saas scare haunts capital markets

23

Pod 'sell America'

24

New tricks for old dogs and 'fishing with dynamite'

25

What is Scotland?

26

Defence stocks, Ukrainian bonds, fear and Fomo in investment banking

27

Fast money slows down to take on SSA bonds

28

'Nameless dread' and the blockbuster bond market

29

GlobalCapital's Review 2025 | Outlook 2026 podcast

30

ECB baffles bank bond market by mulling AT1 abolition

31

Rewriting the rules for private credit and banks

32

A tale of two capital markets

33

Banks, bonuses and the Budget

34

Reining in private credit, AI capex looms over bonds and defence label flaps wings

35

US companies light up Europe's bond market as exchanges revise IPO playbook

36

Thought for pause: how bond markets can help after a hurricane

37

CLOs in focus, bank issuers plan for trouble, despatch from DC

38

Credit Suisse AT1 holders' hollow victory and Islamic innovation

39

BlackRock on bonds: ride the tightening

40

Italy wows in MTNs as CEEMEA bonds fly but SLBs stutter

41

The global cash grab

42

Seville lore: bond market debates regs and reciprocity

43

Colombia's European tour as EM issuers enjoy rampant markets

44

Raving headlines, roaring markets

45

France: Bayrou, bonds and BPCE

46

Bond issuer opportunities: from SSAs to banks (via Australia)

47

Europe's largest asset manager on credit markets

48

Credit cracks on as private debt makes incursion into investment grade financing

49

P-cap for Pemex as SSAs zero in and insurers prep to print

50

Budgets, bonds and the benefit of the tape

51

UK eases up on regs as smart swaps arrive

52

The feel good capital markets podcast of the summer

53

SSA bond market nears ultimate spread inversion as Trump bill passes

54

Bond markets called up to meet Nato need

55

War and why primary credit markets are not as worried as you might think

56

Hey EU! Grab this chance by the collar

57

Could AI revive real intelligence in investment banking?

58

The great rates conundrum

59

Orange and black is the new black swan

60

EBRD meets as Romania faces crunch moment and corp bonds lure FIG buyers

61

Relief as Trump administration gives hints on US MDB support

62

Sustainability-linked finance's next big test

63

Development finance reacts to US MDB reform aims as EU looks to cut red tape

64

Everyone has a capital markets strategy until they get punched in the face

65

Flirting with financial crisis

66

On the tariff trail from the Rose Garden to Riyadh

67

The bank using AI to find M&A deals

68

UK plans digital debut as bond market digest EU defence spend plans

69

Trump regime starts to grate on global markets

70

Putting numbers on the defence borrowing hole

71

A new bond issuer to bolster European defence

72

Germany: the sick, ageing but 'comfortable' man of Europe

73

German election a pivotal moment for EGBs and European defence

74

How the capital markets can rearm Europe

75

Team Trump turns gaze on MDBs

76

Your bonus explained, HSBC shuts up (some of the) shop

77

The European Union: the future of a bond market behemoth

78

New recruit joins the SSA market

79

Perfect storm hits sterling bond market

80

The investment banks to watch in 2025

81

GlobalCapital's Review 2024 | Outlook 2025 podcast

82

Would you rather give your money to France or Louis Vuitton?

83

Barnier, budgets and other barneys

84

SSA pricing, German banks and commercial property risk, corporate hybrid spree

85

US ESG: orange vs green follows red vs blue

86

It's the politics, stupid

87

Emerging markets brace for US election

88

Is HSBC about to power up in investment banking?

89

The Rockefeller swank

90

UK leads charge to T+1 but brews up a storm

91

Core blimey! Eurozone govvie bond pecking order upended

92

Too much of a good thing?

93

Deutsche’s three bad options

94

European unions

95

Picking a vintage bond syndication from a duffer

96

The first Samurai: September survival

97

Autumn comes early to bond market

98

The UK bonus episode

99

'And here history rattled over the points'

100

Slovenia takes the lead in blockchain bonds

101

Why Ukraine wants to pay investors again

102

The new big thing in ESG capital markets

103

Is Paris in peril?

104

Debt and democracy — how polls, politics and protest weigh on capital markets

105

The mutual savings bank that loves M&A

106

FIG market seeks way past French impasse

107

Things fall apart

108

Taking the pulse of European securitization

109

A tale of two issuers: South Africa and Saudi Arabia

110

The trouble with Capital Markets Union, EMEA investment banking and EM bonds

111

Blockchain bonds on the launchpad as Macron touts big bank M&A

112

From the one that has the market abuzz to the one with 'war next door' — why airline IPOs are stacking up

113

Is sustainability-linked finance over and who will run HSBC?

114

The curse of the millstone mandate

115

Callable capital, calling it off and cancelling cornerstones

116

Holy mountain mama: 'nuns on rampage' as W Virginia bans banks in ESG escalation

117

Do banks’ right hands know what the left is doing?

118

Does experience matter on syndicate desks?

119

Can it really get any better than this?

120

Why everything works in credit and how the Gilt market is changing

121

Banks told to stop ratio wrangling, Shein IPO dilemma and Israel bonds

122

Retail, real money and Ramadan

123

Is regulatory mayhem throttling Europe?

124

African default risk after Kenya, Japan lays transition pathway

125

Time for the FIG market to get real (estate)

126

Making bond market history

127

Banks sued over climate as African govvies return

128

Fast money, front-loading and FOMO

129

Sterling bonanza for corporates and SSAs

130

It's all kicking off

131

GlobalCapital's Review 2023 | Outlook 2024 podcast

132

Milei, Macro and Mexico

133

German SSAs face funding uncertainty

134

Dude, where's my greenium?

135

Bond investors bolster Israel coffers

136

Transatlantic securitization: taking off or final flight?

137

Capital Ideas — The EIB podcast: Financing development in North Africa

138

Capital Ideas — The EIB podcast: Financing the climate transition

139

The long and winding road to debt relief

140

'Something has got to give' in the IPO market

141

Scotland bonds: bridge to independence or road to ruin?

142

Emerging market bonds: navigating Israel, Hamas and US rates

143

Rocketing yields change funding landscape for European credit and US securitization

144

Are banks heading for a precipice?

145

The week the Fed paused

146

Italy's bad idea for bad loans

147

The great funding migration

148

Sustainable financing evolves with latest SLL bonds

149

So long, summer: debt markets firing and the magic number for CLO spreads

150

Country Garden: follow the lack of money

151

Gabon and on and on

152

Debts and downgrades: dissecting the US Treasury market

153

MDB hybrid capital 101, whale sightings in CLOs, aircraft ABS on final approach

154

MDBs warm to G20 capital push and better prospects for Turkey

155

The bonds of summer: primary markets are go as LG Chem smashes records

156

The urgent need to rethink development finance, SLBs regain purpose, IPOs revived

157

Thames Water's debt test, the EU's govvie transition and LatAm alive

158

(Another) big moment for FIG, hybrid market's mall call, the future of the ESM

159

Ash canned: WE Soda cancels IPO but FIG bond renaissance complete

160

Is AI worth the hype in capital markets?

161

Come friendly rules and fall on SLLs

162

Debt ceiling, desert dealing and companies keeling

163

Sukuk, SSAs and securitization

164

Turkey, tortoises and DiCaprio

165

Banks pull back from emerging market polluters over ESG

166

Further fillips for FIG and an EM corporate bond revival of sorts

167

The greatest capital markets comeback of all

168

The quantum leap forward

169

Bunny money: issuers and investors gorge on Easter feast

170

Bad banks: respite or recovery?

171

Rivals hunt for spoils in Credit Suisse wreckage

172

Suisse finished?

173

The sick ECM of Europe

174

The big buyer bails out

175

How Russia’s war on Ukraine changed capital markets

176

How sovereign is the EU?

177

The revival of IPOs in Europe and more disquiet in sustainability-linked bonds

178

Investors’ sustainability turn-off and emerging markets’ stunning revival

179

The great equity capital markets mystery and European politicians’ 180 on securitization rules

180

The beef with sustainability-linked bonds

181

Ukraine: finance and economy, an insider’s view

182

The big test for 2023 and the ECB’s inadvertent boost to private credit

183

Can investors spot a green oil company? Plus top moments of the year

184

What China’s Covid policy means for EM bonds, the EU-lephant in the room and the state of private credit

185

Can issuers avoid the ESG heat with private bond sales?

186

The bull run for bank bonds and scope for improvement in the SLB market

187

The Santa rally comes early and what killed Ithaca’s share price

188

The arc of the covenants and Korean callable chaos

189

Women in financial markets

190

Credit Suisse: breaking up is hard to do

191

Truss booed off in UK pantomime

192

Dark days ahead in corporate bonds and scares aplenty in UK markets

193

Saudi issues ‘bond beyond oil’ as other borrowers try every trick in the book

194

Anarchy in the UK and never mind the Buoni

195

Innovation nears ESG government bonds and UK bankers’ bonuses

196

‘I shouldn’t really be saying this… but I have no idea what investors are doing buying’

197

Capital markets take on the energy crisis

198

Say, do you remember printing in September?

199

UK mortgage shake-up and the global fight for stock market listings

200

Cry me a river: the drought that could herald misery in corporate bonds and sustainability

201

The Pelosi effect and a big squeeze in European securitization

202

Pain all over in corporate capital raising

203

Emerging market bond trauma as ECB rides to eurozone’s rescue (again)

204

The battle to control crypto

205

Sustainable bonds and unsustainable Boris

206

Funding the green transition and hell week for new bonds

207

Jobs in jeopardy but tech returns to equity markets

208

The ECB’s impossible task and an ESG regulatory riddle

209

Barcelona, buyouts and bond syndicates

210

Crowd trouble in the capital markets

211

Tough choices for emerging market bond issuers

212

The panda in the room

213

The nature of credit markets is healing

214

Supply chain disruption comes to capital markets

215

Fantastic pay rises and where to find them

216

Tracing the effects of war in Ukraine across global capital markets

217

So much for the hiring spree…

218

Turbulent times: ECB retreats from bond market, defaults spoil Swiss calm

219

Bonds in turmoil, a glimmer of hope for bank equities — and rhino bonds

220

Capital markets faces carbon reckoning as vultures circle Russian companies

221

Russian invasion: response, retreat and repayment

222

Getting out of Russia

223

Russia, Ukraine and the capital markets

224

Pay, sex and the City

225

The sons of Salomon

226

A critical moment for Argentina and the IMF

227

Where bankers make the most money

228

A golden opportunity for oil and gas as new reality bites capital markets

229

Was that the high water mark for bond market madness?

230

What the first few days of 2022 tells us about the rest of the year in capital markets

231

How the ECB set up the primary bond market for a hectic January

232

Ripping up the IPO rulebook

233

Omicron hits leveraged finance market

234

Unorthodox emerging markets from Bitcoin to the Bosphorus

235

The future of work in capital markets

236

How to pay for the developing world’s fight against climate change

237

COP 26 — a GC Podcast special

238

Has the IPO market become an unfair place?

239

The tipping point for blockchain capital markets

240

Gas — an expanding problem

241

The ECB: post-Pepp steps

242

Finding room for growth in crowded equity capital markets

243

World waits for opaque Evergrande to default — or not

244

The changing shape of the European government bond market

245

What does private equity owe you?

246

The scramble for junior bankers

247

What’s going on in Europe’s corporate bond market?

248

Getting a job in investment banking

249

Revised guidance: ECB hunkers down for the long haul

250

Trouble brewing in direct lending?

251

Taking control of the green finance revolution

252

EU bonds: one step closer to being Europe’s safe asset?

253

Sustainable finance: pushing the limits