Know More. Risk Better.

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Hunter Martin, Head of Media and Cable, and Davis Hebert, Co-Head of High Yield Research and TMT, about the evolving media landscape and M&A activity in 2026. They dive deep into the Warner Brothers Discovery saga, analyzing Netflix's $83 billion bid versus Paramount's competing all-cash offer and the cr...

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar speaks with Matt Woodruff about the outlook for aviation, defense, and transportation as markets face a challenging start to the year. They discuss airline demand, pricing pressures, and the future of loyalty programs, as well as aircraft supply chain issues, lessor trends, and industry consolidation. The conversation then s...

Kicking off our first episode of 2026, Know More. Risk Better. explores the political and economic fallout following the capture of Venezuelan President Nicolas Maduro, examining scenarios for regime change, US intervention, and market reactions. Zachary Griffiths and Conor Beakey dive into Venezuela’s oil sector challenges, sanctions relief prospects, and the broader implications of US policy in...

This week on "Know More. Risk Better." features host Winnie Cisar, global head of strategy at CreditSights, and Zachary Griffiths, Head of IG & Macro Strategy, as they reflect on a turbulent 2025 in US credit markets and preview the landscape for 2026. The conversation dives into defining moments of the year, lessons learned, and the persistent impact of technicals and liquidity on market resi...

Season 9, Episode 22 This week on "Know More. Risk Better." features host Winnie Cisar along with Mark Lightner, for a comprehensive review of the 2026 Special Situations Outlook. The conversation examines the liability management transaction landscape, highlighting how creditor-on-creditor dynamics remained largely unchanged in 2025 despite the landmark Serta decision. The team explores the emerg...

Season 9, Episode 21 This week on "Know More. Risk Better." features host Zachary Griffiths along with Andy DeVries, for a data center deep dive following the Edison Electric Institute investor conference. The conversation examines the supply-demand disconnect in data center capacity, with utilities committing to approximately 100 gigawatts of new capacity by 2030 against third-party estimates ind...

This week “Know More. Risk Better.” delivers a comprehensive 2026 Global Strategy Outlook, featuring expert analysis across US, European, Emerging Markets, and APAC credit sectors. CreditSights Global Strategy team opens with a review of macro and policy trends, including US growth slowdown, Fed rate cut trajectory, proactive ECB action, and regional fiscal stimulus. Speakers examine credit fundam...

This week on "Know More. Risk Better." brings together hosts Winnie Cisar and Zachary Griffiths along with Peter Simon, Todd Duvick, and Jory Eisenberg for an "Autos Mythbuster" edition examining auto loan performance, consumer credit health, and whether rising repossession rates signal broader systemic risk. The team explores the bifurcation in consumer credit by income tier, the backward-looking...

This week on "Know More. Risk Better." brings together host Logan Miller along with Luke Millar for a comprehensive analysis of the European leveraged finance landscape, examining 2025 market performance, primary market dynamics, and the outlook for 2026. The discussion covers record issuance volumes driven by refinancing, sector performance in chemicals and energy, and increased dividend recap tr...

This week on “Know More. Risk Better.” brings together host Zachary Griffiths along with Barry Eichengreen and Cedric Chehab for a deep dive into the parallels and differences between the Roaring Twenties, the Great Depression, and today’s global financial landscape. The panel explores historical market booms, the impact of new technologies, fiscal dominance, and political polarization, drawing co...

This week on “Know More. Risk Better.” Zachary Griffiths is joined by Peter Simon and Meghan Neenan to unpack the latest “cockroach risk” headlines in U.S. capital markets, following bankruptcies at Tricolor and First Brands. The team analyzes credit quality trends for regional banks and BDCs, finding that fundamentals remain solid and recent losses are idiosyncratic, not symptomatic of broader st...

Season 9, Episode 15 This week "Know More. Risk Better." offers a comprehensive macro outlook for 2026, examining how private sector adaptation and fiscal stimulus helped mitigate 2025's tariff shocks while exploring key takeaways from recent IMF meetings - including cautious relief on trade impacts, excitement about AI-driven capex, and concerns about equity valuations and labor market weakness....

Season 9, Episode 14  This week “Know More. Risk Better.” offers a focused analysis on the SEC’s potential shift from quarterly to semiannual reporting, highlighting legal, covenant, and credit market impacts as the change is considered for US issuers. The panel begins with an overview of the SEC rulemaking process and regulatory drivers, then explores practical and legal challenges, such as discl...

Season 9, Episode 13 This week on “Know More. Risk Better.” Zachary Griffiths sits down with Hunter Martin and Kerry Kantin to break down the largest LBO on record: EA’s $55 billion take-private deal. The team unpacks the investor consortium behind the transaction, led by Saudi Arabia’s Public Investment Fund, explores why the equity check is unusually large, and analyzes the implications for EA’s...

Season 9, Episode 12 This extended episode provides a comprehensive outlook across US, Euro, EM, and APAC credit markets as we head into 4Q25 and 2026. In US Credit Markets, the team sets an updated macro outlook and credit strategy, flags key trends shaping sovereign and corporate credit, and identifies the risk factors and market catalysts to watch. In Euro Credit Markets, they review sovereign...

Special Edition Podcast Mini Series: 25 for 25: E5 In the finale of our 25 for 25 series, Winnie Cisar and Zachary Griffiths host CreditSights Co-Heads Erin Lyons and Matt Zloto to explore the future of credit research. They discuss AI’s role in improving efficiency and expanding coverage, the rise of private credit and related regulatory implications, and why people-powered insights and skeptical...

Special Edition Podcast Mini Series: 25 for 25: E4 Winnie Cisar and Zachary Griffiths host a special 25th anniversary roundtable with Tony Canale, Luke Millar, Andrew Maier, and Beau Kuhn exploring how collaboration across the CreditSights and wider Fitch family creates investor advantage. They break down how news flow from LFI, covenant insights from Covenant Review, fundamental analysis from Cre...

Season 9, Episode 11 This week on “Know More. Risk Better.” Logan Miller sits down with Mariya Nurgaziyeva, CFA and Amarveer Singh to decode a mixed European consumer backdrop with real credit implications. They unpack why personal consumption is lagging other growth drivers, what a pause in ECB cuts and softening labor markets mean, and how country-specific pressures in Germany, France, and the U...

Special Edition Podcast Mini Series: 25 for 25: E3 Host Winnie Cisar (Global Head of Strategy) is joined by Andy DeVries (Head of US Investment Grade; Head of Utilities), Eric Axon (Co-Head of High Yield; Head of Healthcare), and Mary Pollock (Head of Real Estate) to discuss the art and science of credit analysis. The conversation centers on turning information into decisions by blending quantitat...

Season 9, Episode 10 This week on “Know More. Risk Better.” Winnie Cisar sits down with Mark Lightner to decode a whirlwind legal backdrop with real market stakes. They break down the Lisa Cook case - what a last-minute appellate decision could mean for Fed independence, who’s in the room for the next rate call, and how today’s legal signals shape the FOMC’s 2026 lineup. Then they tackle the Supre...

Special Edition Podcast Mini Series: 25 for 25: E2 Hosts Winnie Cisar (Global Head of Strategy) and Zachary Griffiths, CFA (Head of US IG & Macro Strategy) are joined by Chris Snow (Global Head of Research), Pramod Shenoi (Head of Asia Pacific Research; Head of Financials, APAC), Brian Studioso (Head of Research, Europe) to discuss navigating credit crises. The conversation explores how experi...

Season 9, Episode 09 This week on “Know More. Risk Better.” Zachary Griffiths interviews Winnie Cisar on the real state of the U.S. consumer and what it means for credit into 2026. They cut through mixed signals - solid balance sheets vs. sticker shock on everyday items like Chick-fil-A, rising car payments, and a cooling jobs market - to explain how spending, inflation, and policy expectations ar...

Special Edition Podcast Mini Series: 25 for 25: E1 Hosts Winnie Cisar (Global Head of Strategy) and Zachary Griffiths, CFA (Head of US IG & Macro Strategy) sit down with European veterans Simon Adamson (Head of European Financials), Andy Belton (Head of European Basics & Infrastructure), and Andrew Moulder (Head of European Utilities) to explore the origins and evolution of independent cre...

Season 9, Episode 08 This week on “Know More. Risk Better.” Winnie Cisar goes global with Zerlina Zeng, CreditSights’ Head of APAC Credit Strategy, fresh from meetings in Taipei and Hong Kong. They break down how Asian lifers, bank treasuries, private banks, and hedge funds are positioning across USD, EUR, and local markets. Topics: cash-rich backdrops, high funding costs, tight spreads, and why i...

Season 9, Episode 07 This week on the “Know More. Risk Better.” podcast, host Winnie Cisar brings together CreditSights’ dream team—Andy DeVries, Jordan Chalfin, Andy Li, and Erick Vega—for an energetic roundtable on all things AI, data centers, and the infrastructure boom reshaping the tech landscape. The team tackles the hyperscaler spending spree, the race to build out data centers, and the unp...