Know More. Risk Better.

Episodes

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  From Know More to Above the Fray: Markets & the Road Ahead 30.07.2026 35m

  In this final episode of the Know More Risk Better podcast, Winnie Cisar is joined by Zachary Griffiths to discuss the key themes shaping markets in 2026. They examine the evolving Federal Reserve outlook, Treasury yield uncertainty, and the impact of AI-driven investment trends, including growing hyperscaler debt issuance and data center financing activity.  The conversation also explores inflation risks, labor market dynamics, geopolitical developments, and how AI is influencing productivity, financial conditions, and investor sentiment. They assess the implications for credit markets and fixed income investors while reflecting on lessons from the podcast and previewing the upcoming Above the Fray podcast. This episode offers valuable insights into the market forces investors should watch as they navigate an increasingly complex macro environment. 
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  BSL Divided: AI Overhang vs. Flight to Quality 23.07.2026 42m

  In this episode of the Know More. Risk Better. podcast, Winnie Cisar is joined by Kerry Kantin to discuss the key trends, risks, and opportunities shaping the broadly syndicated loan market. They examine the rebound in loan issuance, the growing divergence between higher- and lower-quality credits, and how AI-related uncertainty is affecting software and technology borrowers.  The conversation also explores refinancing activity, liability management protections, the approaching 2028 maturity wall, and the evolving relationship between private credit and broadly syndicated loans. They assess the rise of AI infrastructure and data center financings, changing CLO dynamics, and the technical factors influencing leveraged finance markets. This episode offers valuable insights into the forces driving loan market performance and the risks and opportunities credit investors should watch in the months ahead. 
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  Geopolitics, the Dollar and the AI Bubble Debate 16.07.2026 40m

  In this episode of the Know More. Risk Better. podcast, Zachary Griffiths is joined by Cedric Chehab at BMI to discuss the key macroeconomic, geopolitical, and market forces shaping the global outlook. They examine the evolving situation between the US and Iran, the implications of higher oil prices, inflation risks, and how central banks may respond if geopolitical tensions escalate.  The conversation also explores the outlook for the US economy, labor markets, interest rates, the US dollar, and the growing role of AI-driven investment in supporting growth while raising concerns about valuations and potential market excesses. Zach and Cedric further discuss political risk, the 2026 US midterm elections, housing market challenges, and how investors can navigate an increasingly uncertain environment. Tune in for valuable insights into the risks, opportunities, and market dynamics that matter most for investors today. 
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  SpaceX at Scale: Valuation, Volatility and the Road Ahead 09.07.2026 40m

  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 infrastructure, and future growth initiatives. They examine the company’s IPO, bond issuance, valuation debate, credit ratings, cash burn concerns, and the role of Elon Musk in shaping its long-term vision.    The conversation also explores potential disruption across telecom and technology markets, the challenges of valuing a company driven by future opportunities, and the key catalysts investors should watch. This episode offers valuable insights into one of the market’s most closely watched companies and the risks and opportunities emerging across AI, connectivity, and space-driven innovation.  
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  Global Market Update: 2H26/1H27 Outlook for the US & Europe 02.07.2026 59m

  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 persistent demand for yield across credit markets.  The conversation explores tight credit spreads, fund flows, duration and sector positioning, and differences between U.S. and European credit dynamics, while also addressing AI-driven market optimism and the key risks that could challenge valuations. Gain timely, macro-driven insights to help investors navigate market uncertainty, assess credit conditions, and identify opportunities across global fixed income and credit markets. 
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  Payrolls to Private Jets: Lessons From 4 Decades on Wall Street 25.06.2026 59m

  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 incentives, capital flows, and central bank policies continue to influence market outcomes.  They examine the balance between fundamentals and technicals, the growing role of investor behavior, and the resilience of markets amid geopolitical shocks, alongside the near-term inflationary and longer-term disinflationary impact of AI. The episode delivers a clear, experience-driven perspective to help investors better navigate today’s complex macro and credit environment. 
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  Europe Autos Reset: Competition, Costs and Credit Risks 18.06.2026 40m

  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 historical US-Japan auto competition.   They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to help investors navigate credit positioning in an increasingly complex autos landscape. 
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  U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy 12.06.2026 58m

  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 the market outlook, sector themes, and the growing role of liability management exercises, litigation, and bankruptcy in credit outcomes. They examine defaults, distress trends, and evolving transaction structures, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help investors better understand and navigate opportunities in the special situations credit market.
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  Conflict, Commodities and the Price of Disruption 04.06.2026 40m

  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 logistical strain, and when physical shortages could begin to impact markets. They examine investor expectations, policy responses, and longer term implications for maritime choke points and supply chain design, offering practical insights on how operational risks translate into market impact. The episode delivers a clear, forward-looking perspective to help investors navigate evolving geopolitical and supply chain risks.
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  The Ins and Outs of European Hybrids 28.05.2026 31m

  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 advantages, and the associated risks such as extension risk and refinancing challenges. They examine investor demand, market sentiment, and future growth prospects, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help investors better understand and navigate opportunities in the hybrid credit market.Related Resource: Hybrids 101Explore hybrid bond structures to understand how they blend equity and debt features, shaping both risk exposure and return potential.Download the presentation: https://know.creditsights.com/hybrids-101-pdf/?utm_campaign=35088676-2026%20-%20Growing%20CreditSights%20Subscribers&utm_source=youtube&utm_medium=social&utm_term=youtube%20gated%20content&utm_content=Hybrids%20101 
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  Why Markets Underprice the Return of Clean Energy Credits 21.05.2026 24m

  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 contrarian view that clean energy tax credits are likely to return.  They examine implications for wind and solar growth, power price trajectories, and investment positioning across utilities and energy assets. The episode delivers practical, forward-looking insight to help investors navigate the evolving energy and power landscape with greater confidence. 
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  Clearing the Runway: Spirit’s Exit and Fuel Shock 14.05.2026 38m

  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 airlines. The discussion explores the impact of rising fuel costs, the growing importance of loyalty programs, and the role of premium demand in a K-shaped economic recovery. They also assess the outlook for consolidation, including potential mergers and strategic positioning across carriers. The episode concludes with insights into balance sheet strength, liquidity trends, and how airlines are navigating cost pressures in a volatile operating environment. Listen now for expert perspectives on aviation sector risks and credit implications.
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  Leveraged Loans in Flux: Volatility, AI and Market Shifts 07.05.2026 32m

  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 rise of AI infrastructure and data center financing, changing dynamics between loan and high yield markets, and the evolving relationship with private credit. The episode delivers timely insight to help investors better navigate today’s complex leveraged finance landscape with greater confidence. 
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  Europe Macro: Digesting Higher Rates & Energy Prices 30.04.2026 34m

  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 conversation examines the impact of Middle East tensions on energy prices, Europe’s role as a price taker, and the risk of prolonged stagflation amid weak demand and higher-for-longer interest rates. They also explore Germany’s expansionary fiscal stance, housing market pressures, and divergent policy responses across the region. The episode concludes with insights on geopolitical volatility, US-Europe transmission risks, and what investors are watching next. Listen now for expert perspectives on European credit conditions and macro risk dynamics.  
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  Asia’s Market Pulse: Credit Trends and Global Volatility 23.04.2026 40m

  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 shifting allocations between US assets, local rates, equities, and alternatives. They explore private credit exposure, tight credit spreads, US rate uncertainty, and the growing influence of AI on market dynamics and investment workflows. The episode delivers timely, regionally grounded insight to help investors better navigate global credit markets with confidence. 
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  Banks, Private Credit and the Myth of a 2008 Replay 16.04.2026 34m

  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 analyzes how banks lend to private credit funds, BDCs, and business credit intermediaries, focusing on structure, collateral, and capital impact. They also assess market pricing signals, default risk, and exposure metrics such as total loans and CET1 capital. The episode compares US and European bank exposure, highlights regulatory scrutiny, and addresses software and AI-related credit concerns. It concludes with insights on monitoring private credit risk without losing sight of broader bank fundamentals. Listen now for a clear, data-driven view of private credit and bank risk across global markets and evolving credit cycles in 2026 and investor positioning.
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  ETFs 101: Decoding the Mechanics of ETFs for Bond Investors 09.04.2026 33m

  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 primary versus secondary markets, the expanding ETF universe across credit sectors, and how investors use ETFs for hedging, portfolio construction, and tactical positioning. The episode also explores active versus passive strategies and why ETFs influence bond liquidity and trading behavior. Gain clear, actionable insights to better understand and apply ETFs in fixed income investing.  Related Resource: US COTD: Fund Flows as of Apr 8, '26 & ETF PodcastDiscover US ETF Fund Flows as investor allocations shift across fixed income, credit sectors and bond ETFs amid volatile market conditions.Read the full article here: https://know.creditsights.com/insights...
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  Global Market Update: 2Q26 Outlook for the US & Europe 03.04.2026 58m

  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 explores sharp repricing in rates, evolving central bank expectations, and differences between U.S. and European credit dynamics, while also addressing AI‑related investment risks and labor market implications. Gain timely, macro‑driven insights to help investors navigate volatility, assess credit conditions, and identify opportunities across rates and credit markets.  
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  Private Credit Reset: BDCs, Defaults and AI Fears 26.03.2026 39m

  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, and how deal flow, valuations, and underwriting standards are evolving. The conversation also examines the implications for public credit markets, bank and insurance exposure, and what investors should monitor to assess broader systemic risk. Gain timely, market‑driven perspectives to help investors better evaluate private credit dynamics shaping fixed income and leveraged finance conditions.    
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  Hot Topics in Bankruptcy in 1Q26 19.03.2026 1h 10m

  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 & Foerster and Marc Heimowitz of Creditor Rights Coalition to break down key cases ranging from Office Properties Income Trust's $135 million OID settlement to Multicolor's venue battle and contested DIP facility, plus Serta Simmons' ongoing damages trial. The conversation also explores highlights from the Creditor Rights Coalition symposium at NYU tracking 46 potential LMEs, fraud concerns including double-pledging issues, convergence of private credit and BSL markets, anti-cooperation provision developments, and the strategic whack-a-mole game between sponsor tactics and creditor protective blockers. Gain practical, expert perspectives to help investors and practitioners better assess restructuring risks, litigation outcomes, and positioning in today's complex credit environment.