Know More. Risk Better.

In this episode of the Know More. Risk Better. podcast, the conversation explores the rapid rise of SpaceX and what its expanding ambitions could mean for investors, credit markets, and the broader technology landscape. Winnie Cisar is joined by Zachary Griffiths and Davis Hebert to discuss SpaceX’s evolution from a rocket company into a business spanning Starlink satellite connectivity, AI infras...

In this episode of the Know More. Risk Better. podcast, the discussion examines how resilient economic growth, elevated interest rates, and strong market technicals are shaping the outlook for global credit markets through 2H26 and into 2027. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the impact of evolving Fed and ECB policy expectations, labor market strength, and per...

In this episode of the Know More. Risk Better. podcast, the conversation explores how decades of experience across major market cycles are shaping today’s views on macro dynamics, interest rates, and investor behavior. Zachary Griffiths is joined by Mike Schumacher to reflect on key turning points including the 2008 financial crisis and earlier market dislocations, and to discuss how shifting ince...

In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from...

In this episode of the Know More. Risk Better. podcast, Winnie Cisar introduces a special episode featuring a replay of CreditSights’ U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy webinar, exploring how evolving market conditions are shaping stressed and distressed credit dynamics. Mark Lightner is joined by Winnie Cisar, Jory Eisenberg, Ian Feng, and Patrick Holohan to discuss...

In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes. Zachary Griffiths is joined by Chiedza Madzima at BMI to discuss the scale of shipping constraints, why oil prices have remained resilient despite l...

In this episode of the Know More. Risk Better. podcast, the conversation explores the growth, structure, and investment appeal of corporate hybrids, and how evolving market dynamics are shaping their role in issuer capital structures. Logan Miller is joined by Andrew Moulder to discuss the expansion of the hybrid market beyond utilities, the key benefits including higher yields, tax and accounting...

In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined by Andy DeVries to discuss the divergence between oil and natural gas prices, the impact of rising data center demand on power markets, and a contrari...

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Matt Woodruff, Head of Aerospace & Defense and Transports, about the evolving dynamics of the U.S. airline industry and the factors reshaping profitability in 2026. They unpack the collapse of Spirit Airlines, examining the pressures facing ultra low cost carriers and the competitive response from major...

In this episode of the Know More. Risk Better. podcast, the conversation unpacks how shifting rate expectations, geopolitical uncertainty, and evolving market dynamics are shaping the leveraged loan market. Winnie Cisar is joined by Kerry Kantin to discuss the sharp shift in market sentiment, slowing issuance, and the challenges facing refinancing and deal timing amid volatility. They explore the...

In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Anwita Basu, Head of Country Risk for Europe at BMI, about Europe’s macro outlook, geopolitical pressures, and evolving credit risks in 2026. They discuss how repeated crises have reshaped Europe’s strategic priorities, from energy transition and defense spending to fiscal coordination and competitiveness. The co...

In this episode of the Know More. Risk Better. podcast, the conversation unpacks how global macro volatility, geopolitical tensions, and private credit risk are shaping today’s fixed income markets, with a strong focus on Asia. Zachary Griffiths is joined by Zerlina Zeng to discuss the impact of Middle East conflict on energy prices and yields, evolving investor behavior in Korea and China, and sh...

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths is joined by Peter Simon, Head of US Banks, and Simon Adamson, Head of European Banks, to examine rising investor concerns around private credit and bank exposure. They explore whether current risks echo 2008, discussing regulatory changes, capital strength, and why a systemic crisis appears unlikely. The conversation a...

In this episode of the Know More. Risk Better. podcast, the discussion unpacks the mechanics, growth, and practical use of fixed income ETFs in today’s credit markets. Winnie Cisar is joined by Pat Luby for an ETF 101 conversation covering why ETFs have gained traction, how fund flows and price discovery work, and the roles of liquidity, tax efficiency, and authorized participants. They examine pr...

In this episode of the Know More. Risk Better. podcast, the discussion examines how geopolitical risk, private credit stress, and AI‑driven uncertainty are reshaping global credit markets in 2026. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the market impact of the Iran conflict, rising energy prices, and heightened scrutiny on private credit and BDCs. The conversation e...

In this episode of the Know More. Risk Better. podcast, the discussion explores whether private credit is facing a true turning point or moving through a cyclical reset amid rising scrutiny, BDC redemptions, and shifting return expectations. Winnie Cisar is joined by Andrew Hedlund and Zachary Griffiths to unpack recent stress in private credit markets, the role of software and AI‑related concerns...

In this episode of the Know More. Risk Better. podcast, the discussion examines critical developments reshaping the bankruptcy and restructuring landscape in Q1 2026, including liability management exercises, contested Chapter 11 cases, and evolving legal standards for third-party releases. Patrick Holohan, Mark Lightner, and Ian Feng from CreditSights are joined by Raff Ferraioli of Morrison &amp...

In this episode of the Know More. Risk Better. podcast, the discussion explores how the U.S. labor market is evolving amid slowing job growth, persistent low‑hire, low‑fire dynamics, and rising uncertainty tied to AI, geopolitics, and policy. Zachary Griffiths and Laura Ullrich break down recent nonfarm payrolls data, sector imbalances driven by healthcare, and growing challenges for job seekers d...

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Andrew Brady, Head of US Basic Industries, Andy Belton, Head of European Basic Industries, and Peter Agra, Managing Editor for Secondary Markets at LevFin Insights, about the embattled chemicals sector navigating multiple headwinds in 2026. They dive deep into the Middle East conflict's impact, analyzing how...

In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Mihir Trivedi, Senior Analyst for European Transportation, about the fast-moving Middle East conflict and its implications for global aviation and European credit. They explain why Middle Eastern airspace is a critical corridor linking Europe and North America to Asia, and how widespread airspace closures and air...

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar, Global Head of Strategy at CreditSights, speaks with Peter Simon, Head of U.S. Banks, and Iris Shi, Senior Banks Analyst, about the state of the US consumer in 2026. They tackle the disconnect between negative consumer sentiment headlines and the more constructive narrative from bank earnings. The discussion explores key da...

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Regis Chatellier, Head of Emerging Market Sovereign Strategy at CreditSights, and Lauren Gilbert, Senior Political Science Analyst at GeoQuant, about the escalating situation in Iran and its global market implications. They analyze the aftermath of January 2026 protests, examining GeoQuant's proprietary poli...

In this episode of the Know More. Risk Better. podcast, the discussion explores how Asian investors are navigating global credit markets amid volatile US rates, shifting macro expectations, and rapid AI-driven investment. Zachary Griffiths and Zerlina Zhang unpack key takeaways from Zerlina’s recent roadshow across Greater China and Taiwan, covering investor sentiment on Fed policy and US growth,...

In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Mary Pollock, Head of Real Estate, about the European real estate sector's outlook for 2026. They explore the current stage of the recovery cycle, noting that commercial real estate valuations reached their trough in mid-2024 and are now in early recovery phase, though slower than post-GFC. The conversation exami...

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar, Global Head of Strategy at CreditSights, speaks with Todd Duvick, Head of Autos, and Jim Williamson, Senior Autos Analyst covering Europe, about the global automotive sector outlook for 2026. They explore vehicle sales forecasts, with both US and Europe expecting flat to slightly higher volumes around 16 million units, cons...