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. 

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. 

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.

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.

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.

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. 

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. 

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.