Know More. Risk Better.
Episodes
Navigating the New Space Race: Starlink's Impact on Satellite Communications
16 Jul 2024
Contributed by Lukas
Host Winnie Cisar is joined by Head of TMT, Davis Hebert to discuss Starlink's influence on the satellite sector. They explore Starlink's expansive lo...
Back to the Ballot: The U.S. Presidential Election in Focus
11 Jul 2024
Contributed by Lukas
In this timely episode of "Know More. Risk Better," host Zach Griffiths invites guest Ross Schapp of GeoQuant to dissect the evolving U.S. political l...
Macro to Micro: CreditSights' 2H24/1H25 Outlook Webinar
09 Jul 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.", CreditSights' strategists covering the U.S., Europe and EM unpack their mid-2024 to mid-2025 marke...
King Dollar vs. President Trump
02 Jul 2024
Contributed by Lukas
In the latest episode of "Know More, Risk Better," host Zach Griffiths and Cedric Chehab, Global Head of Country Risk at BMI, explore the potential ef...
Credit Chronicles: Notes from the Road
27 Jun 2024
Contributed by Lukas
In this episode of the "Know More, Risk Better." podcast, our hosts Winnie Cisar and Zach Griffiths discuss their recent travels and meetings with cli...
European Credit and Central Bank Dynamics: Managing Volatility
25 Jun 2024
Contributed by Lukas
In the latest episode of the "Know More, Risk Better" podcast, host Zach Griffiths is joined by Logan Miller, Head of European Strategy at CreditSight...
Power Plays: Navigating the Evolving Utilities Landscape
20 Jun 2024
Contributed by Lukas
In this episode of "Know More, Risk Better," host Zach Griffiths is joined by Andy DeVries, Head of Utilities at CreditSights to dive into his preferr...
From Legislation to Litigation: Biden's Policy Playbook Examined
18 Jun 2024
Contributed by Lukas
In the most recent episode of "Know More, Risk Better," Zach Griffiths discusses with Mark Lightner how the Biden administration has navigated policy ...
Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics
13 Jun 2024
Contributed by Lukas
Host Zach Griffiths and head of U.S. financials Jesse Rosenthal delve into the intricate dynamics of consumer credit and bank exposure to commercial r...
The AI Explosion: Sustainable Surge or Impending Bubble?
11 Jun 2024
Contributed by Lukas
Host Winnie Cisar delves into the world of AI with technology experts Jordan Chalfin and Andy Li. They explore the AI cycle's current state, NVIDIA's ...
Muni Market Insights: Wealth Management Strategies Unveiled
06 Jun 2024
Contributed by Lukas
Tune in to the latest CreditSights podcast episode where Winnie Cisar and Pat Luby dive deep into the Wealth Management universe, discussing the intri...
Special Episode: Ballots and Bonds: A Strategic Discussion on EM Election and Their Aftermath
05 Jun 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.," host Zach Griffiths discusses the implications of recent elections in South Africa, Mexico, and In...
Hate the Game, Not the Player: An Update on the Primary Loan Market
04 Jun 2024
Contributed by Lukas
Winnie Cisar and Kerry Kantin, U.S. Bureau Chief at LevFin Insights, are back with an update on the trends and dynamics of the leveraged loan primary ...
Navigating the Golden Age of Private Credit: Part 3
30 May 2024
Contributed by Lukas
Host Zach Griffiths explores the complexities of private credit with guest Lyle Margolis from Fitch Ratings. They examine the balance of strong earnin...
Behind the Scenes of Corporate Restructuring: Insights from the Front Lines
28 May 2024
Contributed by Lukas
In the latest CreditSights podcast episode, host Winnie Cisar dives into the complexities of liability management exercises with Justin Forlenza, Mana...
Navigating the Golden Age of Private Credit: Part 2
23 May 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.," host Zachary Griffiths speaks with LFI Managing Editor Andrew Hedlund, exploring the complexities ...
Navigating the Golden Age of Private Credit: Part 1
21 May 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.," hosts Winnie Cisar and Zachary Griffiths delve into the intricacies of private credit and its burg...
Credit Where Credit's Due: Insurers' Love Affair with Private Debt
16 May 2024
Contributed by Lukas
Host Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing p...
Season 6 Kickoff: Navigating the Fed's Roadmap
14 May 2024
Contributed by Lukas
Season 6 of "Know More. Risk Better.," kicks off with a deep dive into the financial currents shaping the market. Join Winnie Cisar, Global Head of St...
A Deep Dive into US Consumer Spending Patterns with Visa's Principal US Economist
19 Mar 2024
Contributed by Lukas
In this episode of "Know More. Risk Better.," we invited Visa's Principal US Economist, Michael Brown, to explore the U.S. economy's resilience amidst...
Shifting Gears: The U.S. Auto Sector's Road Ahead
14 Mar 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.," host Zachary Griffiths is joined by Todd Duvick, Head of Autos research, to discuss the recent dow...
Premium Brands vs. Economic Headwinds: Euro Consumer Update
12 Mar 2024
Contributed by Lukas
In this episode, host Winnie Cisar is joined by Euro consumer analyst Maryum Ali and Euro auto analyst Jim Williamson to discuss how premium consumer ...
The Texas Two-Step: Corporate Strategy or Legal Loophole?
07 Mar 2024
Contributed by Lukas
In the latest episode of "Know More. Risk Better.," host Winnie Cisar and Special Situations Legal Research Head Mark Lightner delve into the complexi...
Investing in Stability: Why CLOs are a Safe Bet in Uncertain Times
05 Mar 2024
Contributed by Lukas
Winnie Cisar is joined by Dave Preston, Head of Structured Credit Research at AGL Credit Management. Together, they delve into the intricacies of the ...
2024 US Presidential Election Dissection
29 Feb 2024
Contributed by Lukas
In the latest "Know More. Risk Better." episode, host Zachary Griffiths and GeoQuant's Head of Research, Ross Schaap examine the 2024 US presidential ...
Special Episode: Banking on Stability: An Analysis of European Bank Earnings
28 Feb 2024
Contributed by Lukas
Tune into our latest "Know More. Risk Better." episode where strategy meets insight in the fixed income arena. Head of Financials, Simon Adamson joins...
Euro-Levfin Uncovered: Strategy and Sentiment in 2024
27 Feb 2024
Contributed by Lukas
In our latest "Know More. Risk Better." podcast episode, host Winnie Cisar and Global Editor-in-chief of LFI, Luke Millar unpack the European leverage...