Van Hesser's 3 Things in Credit - A KBRA Podcast

By KBRA

Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

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FAQs about Van Hesser's 3 Things in Credit - A KBRA Podcast:

How many episodes does Van Hesser's 3 Things in Credit - A KBRA Podcast have?

The podcast currently has 216 episodes available.

Van Hesser's 3 Things in Credit - A KBRA Podcast episodes:

October 03, 2025Credit “Froth,” Growth Quality, and Q3 Earnings
This week, our 3 Things are:
Credit “froth.” How real is it?
Growth quality. The outlook is brighter, but is it vulnerable?
Q3 earnings. A solid headline growth number, but weakness underneath.
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10min
September 20, 2025Inflation Target, Bond Scarcity, and Capex Supercycle
This week, our 3 Things are:
Inflation target. It’s quietly slipping.

Bond scarcity. Demand versus supply.

Capex supercycle. We’ll compare equity versus debt.
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11min
September 19, 2025Maximum Employment, Retail Therapy, and Risk Versus Uncertainty
This week, our 3 Things are:
Maximum employment. What does that have to do with unemployment?

Retail therapy. We peel the onion on a strong retail sales report.

Risk versus uncertainty. The difference explains risk market moves.
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11min
September 12, 2025Credit’s Durability, Risk Concentrations, and Distressed Debt Exchanges
This week, our 3 Things are:
Credit’s durability. Why has the asset class held up so well in 2025?

Risk concentrations. A couple are noteworthy and worth monitoring.

Distressed debt exchanges. We highlight a new report by Ed Altman and our own Eric Rosenthal.
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13min
September 05, 2025 Economic Lines of Defense, Q3 Earnings, and Jobs’ Revisions
This week, our 3 Things are:
1. Economic lines of defense. There are significant countervailing forces to slowdown.
2. Q3 earnings. Still positive growth in the face of rising costs.
3. Jobs revisions. The most important jobs data point this month might be next week, not Friday’s.
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10min
August 22, 2025Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across
This week, our 3 Things are:
Spreads vs. yields. Spreads are tight. Yields, not so much.

Financial conditions. Don’t lose sight of what normal is.

Walmart/Target read-across. The big boxes update us on the U.S. consumer.
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10min
August 15, 2025Earnings Momentum, 2026 Forecasts, and August Jobs
This week, our 3 Things are:
Earnings momentum. What’s underneath Q2’s double-digit growth headline?

2026 forecasts. Here’s the early read on what forecasters think lies ahead.

August jobs. It will likely be the most consequential data release this year.
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12min
August 08, 2025Inflection Point, Ares’ Perspective, and Maersk’s Beat
This week, our 3 Things are:
Inflection point? July jobs was a shock, but does it really reveal something different?

Ares’ perspective. Insightful comments on the growth of private credit.

Maersk’s beat. What it says about global growth.
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11min
August 01, 2025Slowdown, Leveraged Loan Surge, and Default Forecasts
This week, our 3 Things are:
Anatomy of slowdown. Risk markets are flying—how do we get to slowdown?

Leveraged loan surge. The market has rebounded from April’s freeze with a vengeance. Is it overheating?

KBRA’s default forecast. We’ll check in with Eric Rosenthal for his latest.
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15min
July 25, 2025Growth Catalysts, Homebuilder Bounce, and Tariff Bump
This week, our 3 Things are:
Growth catalysts. Something must be driving stocks higher.

Homebuilder bounce. Is housing finally turning?

Tariff bump. Is 15% the new 10%?
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12min

FAQs about Van Hesser's 3 Things in Credit - A KBRA Podcast:

How many episodes does Van Hesser's 3 Things in Credit - A KBRA Podcast have?

The podcast currently has 216 episodes available.

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