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Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.
190 Episodes
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Join hosts Winnie Cisar and Zach Griffiths, along with special guest Cedric Chehab, Chief Economist at BMI, as they delve into the current economic landscape amidst significant market volatility and trade tensions. Explore the potential for recession and the impact of recent aggressive tariff announcements by the Trump administration. Cedric provides a unique perspective on global trade dynamics, while Zach discusses tactical opportunities in high-yield investments. Gain valuable insights into monetary policy, international relations, and the evolving role of the U.S. in the global economy. Tune in to understand the complexities of today's market environment and prepare for the challenges ahead.
In this insightful episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Cedric Chehab, Chief Economist at BMI, delve into the complex world of tariffs and their economic implications. The discussion navigates the potential effects of US tariffs on global markets, the paradox of a strong dollar, and the evolving landscape of US economic policies. With a blend of expert analysis and engaging dialogue, this episode offers a comprehensive look at how these factors could shape the financial future. Join Winnie and Cedric as they explore whether tariffs are terrific, terrible, or simply terrifying.
On the latest episode of CreditSights' Know More. Risk Better. podcast, Zachary Griffiths and Logan Miller join host Winnie Cisar to kick off the 2025 season. They explore the pivotal market dynamics expected to shape the year, focusing on fiscal policies, global trade challenges, and evolving economic conditions. The team shares their perspectives on the potential impacts of these factors on both U.S. and European markets. This episode sets the stage for an insightful year, providing listeners with expert analysis to navigate the complexities of 2025. Tune in to gain valuable foresight and stay informed!
In the season finale of the "Know More. Risk Better." podcast, Winnie Cisar welcomes back Zach Griffiths to dive deep into post-election market dynamics. They tackle topics like market optimism, inflation risks from tariffs, the potential impact of Republican policies, and how policy shifts could reshape 2025. Are the markets too optimistic? What hidden risks could be lurking around the corner? Don't miss this insightful and action-packed wrap-up episode!
In our latest podcast episode, we dive into the significant market changes following the U.S. election, marking the end of 2024. With Trump’s surprising comeback and Republican gains in the Senate, we break down what this means for the markets. Join Logan Miller and our esteemed autos team as they discuss corporate credit markets, central bank actions, and the global auto sector's reaction to political shifts. Stay tuned for expert insights and market predictions.
Don't miss this special U.S. election reaction episode of the "Know More. Risk Better." podcast! Host Winnie Cisar welcomes Connor Beakey from BMI and Mark Lightner from CreditSights for an in-depth discussion on the market's response to former President Trump’s return and the likely Republican win in Congress.
Discover the economic impacts, including the S&P 500 surge, rising U.S. Treasury yields, and a stronger U.S. dollar. Plus, get the latest insights on deregulation, corporate tax changes, tariffs, and global trade implications. Tune in for expert analysis and future predictions you won't want to miss!
In this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar is joined by Mark Lightner, Head of Special Situations Legal Research. Together, they delve into the legal issues coming out of the U.S. presidential election, including what a contested election might look like, how major litigation may be impacted, and the Fed’s independence, among other topics. Mark and Winnie provide detailed insights into these critical topics, making this episode a must-listen for anyone looking to understand the potential legal outcomes of today’s election.
In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today's economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.
In this episode of the Know More. Risk Better. podcast, we delve into the European real estate market with insights from industry experts Mary Pollock and Logan Miller. Discover what has driven the recent outperformance in the sector and get ahead of the curve as we discuss Q3 earnings, transaction volumes, and the broader property cycle. Learn about key themes such as macro strategy and sector outlooks that could impact your investments. Tune in to find out which sectors are showing signs of recovery and what challenges lie ahead for 2025. Don’t miss this chance to stay informed and make smarter investment decisions!
In this episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Senior Special Situations Analyst, Peter Sakon, dive into the evolving residential real estate brokerage industry. They discuss the challenges faced by real estate agents, traditional brokerages like Anywhere Real Estate’s (HOUS) Century 21 and RE/MAX (RMAX), the rise of low-cost cloud-based competitors, and new regulations from the National Association of Realtors. The conversation also touches on the financial pressures on these companies and potential long-term risks.
In this episode of the Know More. Risk Better. podcast, we delve into the intricate dynamics of the housing market. Winnie Cisar and Michael O'Brian explore national housing market fundamentals, shifts in the regional housing supply, and the impact of elevated mortgage rates. They also discuss the strategies home builders are using to navigate this challenging environment, including rate incentives and the shift toward quick move-in homes. Whether you're a homeowner, prospective buyer, or industry professional, this episode offers valuable insights into what drives the housing market today and what to expect in the near future. Listen now!
In the latest "Know More. Risk Better." podcast episode, host Winnie Cisar and CreditSights Head of Energy, Chas Johnston, explore the dynamic energy sector. They discuss oil price stability, natural gas market volatility, and geopolitical impacts. The episode also covers industry consolidation, potential mergers, and investment opportunities in emerging markets, particularly Pemex. Packed with valuable insights and strategies for navigating fixed income and credit markets, this episode is a must-listen for investment professionals. Tune in now for expert perspectives on the latest trends and opportunities in the energy sector.
In this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!
In this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune in now!
On CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.
On CreditSights' "Know More, Risk Better" podcast, host Zach Griffiths teams up with Ross Schaap and Iris Malone from GeoQuant for an engaging and timely discussion on the U.S. election.
Just a month away from Election Day, they discuss Geoquant's latest U.S. Presidential and Legislative model predictions with Kamala Harris at the top of the Democratic ticket and VP picks in place for both parties. They dive into the unique circumstances of this election and how the re-energized Harris campaign may affect voter turnout and ultimately the outcome of the race. Importantly, they also focus on the potential for unified government and how that likelihood has shifted since our prior U.S. election focused podcast.
This episode offers valuable insights and predictions that can help you understand the market implications of various potential outcomes for the upcoming election. Tune in to stay informed and ahead of the curve!
In the latest episode of LevFin Insights 'Levered Lines' podcast, Managing Editor Andrew Hedlund sits down with Shawn Robinson, co-head of Private Fixed Income at Apollo Global Management. Together, they explore the intricacies of private investment grade credit (Private IG), a notable example being Apollo's $11 billion deal with Intel.
Discover how Private IG offers flexible, bespoke financial solutions across diverse sectors like aviation and AI. Sean explains the numerous benefits, including higher spreads and robust protections, while addressing common concerns about liquidity and transparency. Learn how pension funds and institutional investors are leveraging Private IG for enhanced diversification and fixed income replacement.
Tune in for valuable insights on the future of private credit, especially in booming areas like clean energy and technology.
Join Winnie Cisar, the Global Head of Strategy, along with Zachary Griffiths, Head of US Macro & IG Strategy, and Logan Miller, Head of European Strategy, for a special episode of "Know More, Risk Better." This week, the Global Strategy team presented its 2025 Preliminary Outlook for the US, Euro, and Sterling markets, highlighting key themes for the upcoming year and providing initial forecast scenarios. Together, they discussed how the outcome of the US election could influence market performance, the trajectory of central banks, and potential risks to the outlook.
On CreditSights' "Know More. Risk Better." podcast, Davis Hebert and Erick Vega join host Winnie Cisar to explore the fascinating and often mysterious world of data centers. Dive into the infrastructure that powers our digital lives, from the storage of Instagram photos to the streaming of your favorite shows. Discover the inner workings of these massive facilities, the differences between hyperscale and colocation data centers, and how emerging technologies like generative AI are driving unprecedented demand. Tune in to unravel the complexities of data centers and understand their critical role in our ever-evolving digital landscape. Whether you're a tech enthusiast or just curious about where your data lives, this episode is packed with insights and expert analysis you won’t want to miss.
In the latest episode of the "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Jim Williamson, Senior European Autos Analyst. They cover key developments in the European automotive sector, including the shift from volume to value, the impact of rising dealer inventories, declining used car prices, and the challenges posed by stringent emissions regulations and Chinese EV competition. The discussion also touches on recent changes in sector recommendations and specific stock picks for investors.
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