Fixed + Floating - The Credit Podcast
Episodes
Liability Management in Software Credit: Covenant Erosion, Drop-Downs & the Xerox JV Maneuver | Sabrina Fox (Fox Legal Training)
21 Apr 2026
Contributed by Lukas
Covenant quality in leveraged loans hit 3.53 in Q1 2026 — the weakest Octus reading on record — while software credits carry the same documentatio...
Insurance Assets & Rating Arbitrage: Inside a $6T Credit Engine | Jakub Lichwa (TwentyFour AM) #10
24 Mar 2026
Contributed by Lukas
A three-notch downgrade on a zero-default portfolio can more than double an insurer's capital requirement.Read the full investment breakdown on Su...
The Invisible Tech Moat: How Secret Software Protects Monopolies | James Bessen (BU) #09
10 Mar 2026
Contributed by Lukas
The top 4 companies in most industries are actually less likely to lose their dominance today than they were 20 years ago. The popular narrative says ...
$40B in Software Loans Below 80 - Who Survives AI? | Alec Keblish & Matthew Hughes (9fin) #089
24 Feb 2026
Contributed by Lukas
40 billion of software loans are now trading below 80 cents — up from $25 billion a month ago. The AI sell-off isn't just an equity story.Alec K...
BDCs Deep Dive: Seaport's John Giordano on Redemptions, PIK Risks & BlackRock Marks
10 Feb 2026
Contributed by Lukas
BANKS FLED - BDCs TOOK OVER: Why Private Credit Exploded to $534B Josef Pschorn interviews John Giordano (Seaport Global Co-Head Credit Research) on B...
Why 7.9% Returns Beat 13.9% Yields: The "Fool’s Yield" Trap | Greg Obenshain (Verdad Capital)
27 Jan 2026
Contributed by Lukas
𝗪𝗵𝘆 𝗱𝗼 𝟭𝟯.𝟵% 𝗯𝗼𝗻𝗱𝘀 𝗿𝗲𝘁𝘂𝗿𝗻 𝗟𝗘𝗦𝗦 𝘁𝗵𝗮𝗻 𝟳.𝟵% 𝗯𝗼𝗻𝗱𝘀? ...
Global Chemicals Overcapacity: INEOS Deep Dive | Timothy Riminton (Bloomberg Intelligence)
13 Jan 2026
Contributed by Lukas
In this episode of Fixed + Floating, Josef Pschorn speaks with Tim Riminton, Senior Credit Analyst at Bloomberg Intelligence, about China's chemic...
Global Chemicals Overcapacity & Credit Stress | Timothy Riminton (Bloomberg Intelligence)
19 Dec 2025
Contributed by Lukas
The global chemicals industry is in turmoil—a potential structural reset from China’s capacity build-out, utilization dropping from low-mid 80s to...
The Bermuda Triangle of BDCs, Insurance & Private Credit — Jakub Lichwa (TwentyFour AM)
07 Dec 2025
Contributed by Lukas
In this episode of Fixed + Floating, we sit down with Jakub Lichwa, Portfolio Manager on the Multi-Sector Bond team at TwentyFour Asset Management, to...
The Rise of Shadow Defaults - Edward Altman (NYU)
23 Nov 2025
Contributed by Lukas
Ep 02: The Rise of Shadow Defaults - Edward Altman (NYU Stern)In this episode of Fixed + Floating, Josef Pschorn speaks with Professor Edward Altman, ...
Inside First Brands’ Collapse - Jared Muroff (Octus)
09 Nov 2025
Contributed by Lukas
Ep 01: Inside First Brands’ Collapse - Jared Muroff (Octus)In the debut episode of Fixed + Floating, Josef Pschorn unpacks the collapse of First Bra...
Inside First Brands’ Collapse - Snippet
09 Nov 2025
Contributed by Lukas
Inside First Brands’ Collapse - Snippet
Fixed+Floating - The Credit Podcast: Official Trailer
02 Nov 2025
Contributed by Lukas
Welcome to Fixed + Floating: The Credit Podcast! 🎙️Launching this November, Fixed + Floating brings institutional credit investors in-depth conve...