In this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune in now!

On CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.

On CreditSights' "Know More, Risk Better" podcast, host Zach Griffiths teams up with Ross Schaap and Iris Malone from GeoQuant for an engaging and timely discussion on the U.S. election.

Just a month away from Election Day, they discuss Geoquant's latest U.S. Presidential and Legislative model predictions with Kamala Harris at the top of the Democratic ticket and VP picks in place for both parties. They dive into the unique circumstances of this election and how the re-energized Harris campaign may affect voter turnout and ultimately the outcome of the race. Importantly, they also focus on the potential for unified government and how that likelihood has shifted since our prior U.S. election focused podcast.

This episode offers valuable insights and predictions that can help you understand the market implications of various potential outcomes for the upcoming election. Tune in to stay informed and ahead of the curve!

In the latest episode of LevFin Insights 'Levered Lines' podcast, Managing Editor Andrew Hedlund sits down with Shawn Robinson, co-head of Private Fixed Income at Apollo Global Management. Together, they explore the intricacies of private investment grade credit (Private IG), a notable example being Apollo's $11 billion deal with Intel.

Join Winnie Cisar, the Global Head of Strategy, along with Zachary Griffiths, Head of US Macro & IG Strategy, and Logan Miller, Head of European Strategy, for a special episode of "Know More, Risk Better." This week, the Global Strategy team presented its 2025 Preliminary Outlook for the US, Euro, and Sterling markets, highlighting key themes for the upcoming year and providing initial forecast scenarios. Together, they discussed how the outcome of the US election could influence market performance, the trajectory of central banks, and potential risks to the outlook.

On CreditSights' "Know More. Risk Better." podcast, Davis Hebert and Erick Vega join host Winnie Cisar to explore the fascinating and often mysterious world of data centers. Dive into the infrastructure that powers our digital lives, from the storage of Instagram photos to the streaming of your favorite shows. Discover the inner workings of these massive facilities, the differences between hyperscale and colocation data centers, and how emerging technologies like generative AI are driving unprecedented demand. Tune in to unravel the complexities of data centers and understand their critical role in our ever-evolving digital landscape. Whether you're a tech enthusiast or just curious about where your data lives, this episode is packed with insights and expert analysis you won’t want to miss.

In the latest episode of the "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Jim Williamson, Senior European Autos Analyst. They cover key developments in the European automotive sector, including the shift from volume to value, the impact of rising dealer inventories, declining used car prices, and the challenges posed by stringent emissions regulations and Chinese EV competition. The discussion also touches on recent changes in sector recommendations and specific stock picks for investors.

On CreditSights' "Know More. Risk Better." podcast, Jesse Rosenthal, James Goldstein, and James Dunn join host Winnie Caesar to delve into the pressing questions surrounding consumer behavior and market conditions. They explore the current state of consumer health, spending patterns, and key indicators that signal broader market trends. Gain valuable insights into which metrics our experts rely on to forecast consumer spending and understand the underlying factors influencing the market today. Tune in to uncover the nuances and expert analyses that shape our understanding of the consumer landscape. Discover how factors like retail sales, credit card data, and discretionary spending are influencing the market, and what this means for the future of consumer behavior.

In this episode of "Know More. Risk Better.", Winnie Cisar is joined by Andrew Hedlund, Managing Editor at LevFin Insights, to discuss current trends in private credit. They highlight the anticipated Federal Reserve rate cuts and their potential impact on the market, noting that tight pricing benefits borrowers with lower interest payments. The discussion also covers high leverage in private credit deals, a growing deal pipeline, and significant fundraising efforts, such as Ares' $34 billion in investable capital. Additionally, they address macroeconomic impacts, concerns about defaults, the use of payment-in-kind (PIK) options, and sector-specific challenges, particularly in healthcare.