Know More. Risk Better.

In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy, is joined by Andy Belton, Head of Basics and Infrastructure. They dive into the challenges facing European basic industries in 2025, focusing on the potential impact of U.S. tariffs under the Trump administration. The discussion covers defensive investment strategies, sector-spe...

Dive into the latest episode of the Know More. Risk Better. podcast with host Winnie Cisar and guest speaker Eric Axon, as they unravel the complexities of the healthcare sector in 2025. From the evolving dynamics in the pharma industry, including upcoming losses of exclusivity, Medicare price negotiations and M&A activities, to the operational challenges faced by hospitals amid regulatory cha...

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths engages with Rory Johnston, founder of Commodity Context, to explore the complexities of the oil market in 2025. They delve into the potential impacts of U.S. tariffs on Canadian oil, the implications of Trump's energy policies, and the broader trends in global oil supply and demand. Rory Johnston provides expert analys...

In this insightful episode of the Know More. Risk Better. podcast, host Zachary Griffiths and guest speaker Zerlina Zeng delve into the early indications of Trump's inauguration speech and how it affects their expectations for US-China trade relations. They discuss how Trump's more gradual approach toward tariffs on China, has calmed market concerns, at least for now. While there has been plenty o...

Explore the dynamic landscape of emerging market sovereigns in the latest episode of the Know More. Risk Better. podcast. Winnie Cisar, Global Head of Strategy at CreditSights, and Regis Chatellier, Head of EM Sovereign Strategy, delve into the standout performance of EM sovereigns in 2024 and the outlook for 2025. They discuss the surprising strength driven by key high-yield countries and the pot...

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...

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...

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? Do...

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 poli...

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 yi...

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 an...

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 econom...

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 ou...

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 clou...

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 incentive...

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 va...

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 valuabl...

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...

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 h...

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...

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 so...

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 forecas...

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 hypersc...

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 emi...

On CreditSights' "Know More. Risk Better." podcast, Jesse Rosenthal, James Goldstein, and James Dunn join host Winnie Caesar to delve into the pressing questions surrounding consumer behavior and market conditions. They explore the current state of consumer health, spending patterns, and key indicators that signal broader market trends. Gain valuable insights into which metrics our experts rely on...