Vishy Tirupattur

speaker

74 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Vishy Tirupattur’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · China Is Undercutting America’s AI Giants · 28 Jul 2026 podcast

So in our mind, the really credit spreads need to be wider to accommodate all of decisions.

So not everyone is going to be equally wide.

The riskier names, so for example, credit risk lower the credit rating and the greater the spread widening that you've seen.

So as you mentioned, unsurprisingly, a name like Oracle is trading at a, you know, as of Friday, they were trading, you know, well over 220 basis points in spread terms for their benchmark bonds.

That's higher from a year today, almost 65 basis points higher.

But it's not uniformly like that.

So the more trade-worthy names are wider, but wider by less.

From an investor perspective,

you have to worry about all of the nuances associated with it.

I think the traditional distinctions we've had between public and private, secured, unsecured, investment-based, high-yield, securitized, structured, all of these differences are merging.

These silos are merging, and we have bonds that are hard to fit into any one bucket.

and more and more investors are getting used to um thinking about these these bonds from not just from one perspective from a variety of perspectives so almost all of these bonds are in predominantly in institutional investor hands and the distinction each of these different forms have their own

specific risk and return issues of considerations associated.

Doing a deep dive on each of them now has become increasingly necessary as opposed to a look at trade rating by the bond, a look at trade ratings yield and by the bond, that's no longer going to be satisfactory.

You need to understand where is the relative value.

Is it secured?

Is it amortizing?

Is there any residual value guarantee?

Is it crunched?

All of these factors are increasingly important and in the market, people are paying a lot of attention to all this.

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