In case you haven't heard, Elon Musk is buying Twitter. So for this week's episode, our US editor Will Caiger-Smith quizzes Steven Hunter, 9fin's CEO, on the deal's structure, how it might come to market, and what Twitter might look like as a credit.

The 9fin content and analytics team wraps up the week's activity, legal analyst Alice Holian discusses how the asset sales covenant can expand RP capacity, credit analyst Alex Manolopoulos discusses Prisa's ESG-linked loans and gives some insight into carbon credit quality, and editor Chris Haffenden gives us an update on the ongoing distressed situation for Schur Flexibles. 

0:00 - Intro
0:51 - Levfin Wrap
1:48 - Covenant close-up: Asset sales covenant
7:12 - Please raise responsibly: Prisa
11:46 - Deep discussion: Schur Flexibles

Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss portability in loans and raise some red flags, ESG analyst Sam Stevens discusses the proposal for climate disclosures by the SEC, and loans reporter Michal Skypala and senior reporter Owen Sanderson talk about the nature of this week's market reopening.

0:00 - Intro
0:50 - Levfin Wrap
2:14 - Covenant close-up: Loans portability
13:47 - Please raise responsibly: SEC proposal for climate disclosure
19:06 - Deep discussion: Market reopening

US editor Will Caiger-Smith catches up with Todd Koretzky, a partner at Allen & Overy, to discuss shifting narratives around private credit. From the growth of big-ticket deals to the convergence of terms between syndicated and private debt, how should market participants think about the seemingly unstoppable rise of non-bank financing in leveraged credit?

Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss how the available amounts concept can be interpreted, ESG analyst Jack David discusses the clean energy transition, and loans reporter Laura Thompson tells us about the current state of the aviation sector. 

0:00 - Intro
00:48 - Covenant close-up: Available amount interpretations
9:52 - Please raise responsibly: Clean energy transition
14:28 - Deep discussion: Aviation sector

The 9fin content and analytics team wrap up the week's HY and leveraged loans (non-existent) deals, head of covenant research Caitlin Carey and senior covenant analyst Brian Dearing discuss Ontex's change of control provision, ESG analyst Sam Stevens discusses ESG red flags present in Russian society prior to the current sanctions and editor Chris Haffenden and senior reporter Owen Sanderson give us the latest on the Russia-Ukraine conflict's effect on European leveraged finance.

0:00 - Intro
01:40 - Covenant close-up: Ontex change of control
9:30 - Please raise responsibly: Russian red flags
14:28 - Deep discussion: Ukraine-Russian conflict

The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses voting caps, ESG analyst Sam Stevens discusses care home credits in light of the Orpea controversy and editor Chris Haffenden and loans reported Michal Skýpala give us the latest on Schur Flexibles, after the company's shock announcement to lenders.

0:00 - Intro
00:49 - Levfin wrap
01:24 - Covenant close-up: Voting caps
8:15 - Please raise responsibly: Care homes
16:27 - Deep discussion: Schur Flexibles