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Know More Risk Better, a CreditSights Podcast
29 minutes | Apr 7, 2021
Credit Market Oral History Part 2: 10-Year Cycles, 7-Year Memories
In Part 2 of our series with Glenn Reynolds, CreditSights’ Co-founder and Global Macro Strategist, Glenn recounts the highs and lows of the past 20 years, and why founding CreditSights was a risk that paid off.
23 minutes | Apr 5, 2021
Credit Market Oral History Part 1: 10-Year Cycles, 7-Year Memories
CreditSights’ Co-founder and Global Macro Strategist, Glenn Reynolds, discusses what he’s seen in the markets over the course of his career, from 1980s inflation through the beginning of our current credit cycle.
24 minutes | Mar 8, 2021
Sky’s the Limit in C-Band Auction
CreditSights’ Senior Telecom Analyst, Davis Hebert, discusses the nearly $100 bn auction for the C-Band spectrum, and its implications for 5G, and the impacts on AT&T and Verizon balance sheets.
17 minutes | Feb 23, 2021
Semiconductors' Trailing Edge
CreditSights’ Senior Semiconductor Analyst, Andy Li, discusses shortages in customer end markets, the global chip landscape, and the implications for credit fundamentals.
18 minutes | Feb 8, 2021
Passing the Peak
CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses the CreditSights US high yield 2021 default forecast.
22 minutes | Feb 4, 2021
Electrifying the Auto Outlook
CreditSights’ Senior Auto Analyst, Hitin Anand, talks to the 2021 outlook, the regulatory environment, and the inflection point for EVs.
39 minutes | Nov 17, 2020
Munis Acting Like Corporates
We present our CreditSights' Weekly Wrap from November 13th, a discussion between Head of IG, Erin Lyons, and Senior Municipal Strategist, Patrick Luby, as they discuss the challenges state and local governments are facing, and how they too are building liquidity.
27 minutes | Oct 30, 2020
Going to the Movies
CreditSights’ Senior Media Analyst, Hunter Martin, and Senior Special Situations Analyst, Matt Zloto, discuss the stress from coronavirus on the cinema sector and frame out the limited options ahead for leading exhibitor, AMC Entertainment.
32 minutes | Oct 28, 2020
From Crisis to Confidence
CreditSights’ Head of US Financials, Jesse Rosenthal, revisits our “This Time is Different” theme from earlier this year, and frames the surprisingly strong position of US banks.
24 minutes | Oct 8, 2020
The Value of Softbank
CreditSights’ Senior TMT Analyst, Mary Pollock, discusses how to value Softbank, a topic that never fails to spark debate across financial markets.
29 minutes | Sep 24, 2020
Big Deals in Tech: Our Weekly Wrap with Erin Lyons, Jordan Chalfin, and Andy Li
We present our CreditSights’ Weekly Wrap from September 18th, a discussion between Head of IG, Erin Lyons, our US Tech Analysts Jordan Chalfin and Andy Li about recent big M&A deals in the sector.
24 minutes | Sep 24, 2020
The Price of Drugs
CreditSights' Senior Healthcare Analyst, Eric Axon, breaks down the conundrum of high drug prices in the US and frames the upcoming Presidential election.
28 minutes | Sep 11, 2020
The Economics of Green Energy
CreditSights’ Senior Utility Analyst, Andy DeVries, discusses the economics of Green Energy and the impact of the US Elections on the Utility sector.
17 minutes | Aug 24, 2020
The Total Package
CreditSights’ Senior Paper & Packaging Analyst, Lauren Holland, discusses the record tight print in HY, other recent Packaging deals, and the overall condition of the sector amidst COVID-19.
17 minutes | Aug 11, 2020
Boeing, GE & GM: The Industrial BBBs
CreditSights’ Head of US Industrials, Hitin Anand, discusses management mis-steps, sector challenges, and the risk of credit downgrades.
30 minutes | Aug 5, 2020
Biden & the Blue Wave: Our Weekly Wrap with Erin Lyons and Christopher Snow
We present our CreditSights’ Weekly Wrap from July 31st, a discussion between Co-Head of IG, Erin Lyons and Head of US Research, Christopher Snow, about the potential impacts of a Democratic legislative agenda on the credit markets.
15 minutes | Jul 30, 2020
Fallen Angels in the Pandemic: Prepping for the 2nd Wave
CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses Fallen Angel risks amongst BBBs and the impact of COVID-19 on the outlook.
26 minutes | Jul 15, 2020
Buffett's Gain, Dominion's Pain: Our Weekly Wrap with Erin Lyons and Andy DeVries
We present our CreditSights’ Weekly Wrap from July 10th, a discussion between Co-Heads of IG, Erin Lyons, our IG Strategist, and Andy DeVries, our Senior Utilities Analyst, about Warren Buffett’s purchase in the Utility sector and investor interest in ESG.
23 minutes | Jul 13, 2020
Dell Reboots Strategic Options on VMware: A Conversation with Senior Tech Analyst Jordan Chalfin
CreditSights’ Senior Tech Analyst, Jordan Chalfin, talks investors through Dell’s exploration of the spin of its stake in VMWare, as well as Dell’s positioning in the credit markets.
13 minutes | Jun 25, 2020
Flying Across the Downcycle: A Conversation with Senior Airlines Analyst Roger King
CreditSights’ Senior Airlines Analyst, Roger King, navigates through the liquidity challenges and creative bond issuance to find a path past the COVID-19 crisis.
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