Know More Risk Better, a CreditSights Podcast

CreditSights Senior Technology Analyst, Jordan Chalfin, discusses his outlook for 2023, including his recommendation for the US Technology sector, and primary market activity forecast.

CreditSights Senior Telecom & Cable Analyst, Davis Hebert, discusses his outlook for the Telecom sector including the spike in labor costs and new issue expectations.

CreditSights Head of Global Financials Research, Simon Adamson, discusses his outlook for the Euro banks sector, including his view on market trends and his picks & pans.

CreditSights Senior Autos & Industrials Analyst, Todd Duvick, discusses his outlook for the US Autos sector, including unemployment and job growth, default rates, and the supply and demand imbalance.

CreditSights Senior Transportation Analyst, Matt Woodruff, discusses his outlook for 2023 as well as the recent train derailment in East Palestine.

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.  

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.

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.

CreditSights’ Senior Semiconductor Analyst, Andy Li, discusses shortages in customer end markets, the global chip landscape, and the implications for credit fundamentals.

CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses the CreditSights US high yield 2021 default forecast.

CreditSights’ Senior Auto Analyst, Hitin Anand, talks to the 2021 outlook, the regulatory environment, and the inflection point for EVs.

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.

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.

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.

CreditSights’ Senior TMT Analyst, Mary Pollock, discusses how to value Softbank, a topic that never fails to spark debate across financial markets.

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.

CreditSights' Senior Healthcare Analyst, Eric Axon, breaks down the conundrum of high drug prices in the US and frames the upcoming Presidential election. 

CreditSights’ Senior Utility Analyst, Andy DeVries, discusses the economics of Green Energy and the impact of the US Elections on the Utility sector.

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.

CreditSights’ Head of US Industrials, Hitin Anand, discusses management mis-steps, sector challenges, and the risk of credit downgrades.

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. 

CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses Fallen Angel risks amongst BBBs and the impact of COVID-19 on the outlook.

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.  

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. 

CreditSights’ Senior Airlines Analyst, Roger King, navigates through the liquidity challenges and creative bond issuance to find a path past the COVID-19 crisis. 

We present our CreditSights’ Weekly Wrap from June 19th, a conversation between Erin Lyons, our US IG Strategist, as host, and Tomas Hirst, our European Credit Strategist, as guest.   

CreditSights’ Senior Metals & Mining Analyst, Wen Li, talks to steel company financial flexibility in the context of recent equity and credit issuance and the sector’s commodity exposure.  

We present our CreditSights’ Weekly Wrap from May 22nd, a conversation between Erin Lyons, our IG Strategist, as host, and James Goldstein, our Senior Retail Analyst, as guest.

CreditSights’ Charlotta Chung and Belle Yang, legal analysts from the US and the UK, speak to the liquidity and covenant challenges that borrowers and lenders face in the midst of the COVID-19 crisis. 

We present our CreditSights' Weekly Wrap from May 15th, a conversation between Erin Lyons, our IG Strategist, as host, and Glenn Reynolds, our Global Head of Strategy, as guest. 

CreditSights’ Head of US Legal Research, Charlotta Chung, and Co-Head of US IG Research, Andy DeVries discuss Pacific Gas & Electric’s upcoming emergence from bankruptcy and the implications for new and legacy creditors.  

CreditSights' Senior US Insurance Analyst, Josh Esterov, frames the impact of COVID-19 on the insurance sector, and talks to lessons learned from prior epidemics and the global financial crisis. 

CreditSights' Senior US Consumer Analyst, Jim Dunn, discusses the recent financing deals in the Hospitality sector, and talks to how investors find comfort in lending to one of the hardest hit sectors in the COVID-19 crisis. 

CreditSights’ Head of US Financials, Jesse Rosenthal, recaps the recent round of bank earnings.  We discuss bank reserving, CECL implementation, the yield curve, and bank dividends. 

CreditSights’ Co-Head of Investment Grade, Erin Lyons, discusses our outlook for US IG credit.  We discuss Fed interventions, market technicals, and the economy under shelter-in-place policies.