Credit Exchange with Lisa Lee
By ION Group
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Category: Investing
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Episodes: 71
Description
Credit Exchange with Lisa Lee. Explore the latest trends in global credit markets with the biggest movers and shapers on Wall Street and the City, hosted by financial reporting veteran Lisa Lee.
| Episode | Date |
|---|---|
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PIMCO’s multi-asset credit strategist on the AI infrastructure buildout versus adoption
|
Jul 17, 2026 |
|
Andalusian CEO says smaller firms are managing energy price spikes “quite well”
|
Jul 10, 2026 |
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Seregh’s founder and CEO talks about opportunities in sports and arena real estate
|
Jul 06, 2026 |
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Permira Credit co-head says to brace for a more complex, late-cycle environment
|
Jul 03, 2026 |
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Bain Capital’s head of European credit says private credit exists for a reason
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Jun 26, 2026 |
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Canyon’s CIO says more distressed opportunities await
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Jun 19, 2026 |
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Carlyle’s deputy CIO of credit says they are starting to see inflationary cost pressures
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Jun 12, 2026 |
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BCA’s chief geo-macro strategist says Iran war will lead to sticky inflation
|
Jun 05, 2026 |
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Barings’ co-head of global investments sees opportunity in real estate
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May 29, 2026 |
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Goldman’s global co-head of private credit says dispersion in performance is increasing
|
May 22, 2026 |
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Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation
|
May 15, 2026 |
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KPMG’s US head of private equity chats on Milken, AI and retail money
|
May 08, 2026 |
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Blackstone’s head of international says firm has ample liquidity
|
May 01, 2026 |
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Wellington’s macro strategist says China may come out as a winner from the oil shock
|
Apr 24, 2026 |
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Benefit Street Partners CEO says private credit’s doomsday scenario is overblown
|
Apr 17, 2026 |
|
ICG’s head of US liquid credit says Iran war will cause pain for consumers, housing
|
Apr 10, 2026 |
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Hayfin co-head of direct lending says European private credit better geared to weather uncertainty than US
|
Mar 27, 2026 |
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Apollo’s head of investments Europe says private credit is going through a rite of passage
|
Mar 20, 2026 |
|
Napier Park’s CIO says firm has stockpiled cash to buy mispriced assets
|
Mar 13, 2026 |
|
CVC’s head of credit sees dislocation, and private credit ready to deploy
|
Mar 06, 2026 |
|
Ares’ co-head of alternative credit says AI will hit a bit of a wall due to “sheer capital” need
|
Feb 27, 2026 |
|
KKR’s co-head of credit says “it’s adult swim only” in markets
|
Feb 20, 2026 |
|
Arini president Mathew Cestar says Europe’s missing AI boom provides opportunities
|
Feb 13, 2026 |
|
Carlyle's co-president says AI’s improvements to workflow will be felt in months, not years
|
Feb 06, 2026 |
|
BlackRock co-head of leveraged finance says significant downside risk for credit sectors impacted by AI
|
Jan 30, 2026 |
|
Morgan Stanley head of private credit and equity says we’re looking at a multi-year M&A uptick
|
Jan 23, 2026 |
|
Federated Hermes’ deputy CIO of fixed income says FOMC members may not embrace Trump’s pick for Fed chair
|
Jan 16, 2026 |
|
Janus Henderson head of multi-sector credit has bullish outlook for 2026
|
Jan 09, 2026 |
|
Eagle Point founder Tom Majewski unpacks First Brands, rise of coercive restructurings
|
Dec 20, 2025 |
|
Conning North America CIO says we are in a ‘stretched K-shape’ economy
|
Dec 12, 2025 |
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MUFG co-head of EMEA capital markets says AI data boom will drive activity in 2026
|
Dec 05, 2025 |
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AllianceBernstein deputy CIO says we are seeing an insurance renaissance
|
Nov 21, 2025 |
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Satori Insights founder says the tide of easy money pushes everything upwards
|
Nov 14, 2025 |
|
Tetragon co-CIO shares lessons learned from First Brands and Tricolor
|
Nov 07, 2025 |
|
Crescent president says due diligence matters in credit investing
|
Oct 31, 2025 |
|
Apollo co-head of asset-backed finance says ABF increases the lending toolkit
|
Oct 24, 2025 |
|
JPMorgan head of global credit financing expects more corporations to default
|
Oct 17, 2025 |
|
PGIM co-CIO says there’s tremendous fragility in the system
|
Oct 10, 2025 |
|
Antares CEO says bigger private credit deals will happen
|
Oct 03, 2025 |
|
Amundi CIO of fixed income sees a global rebalancing away from the US dollar and Treasuries
|
Sep 26, 2025 |
|
Churchill chief investment strategist says private credit has won the buyout financing game
|
Sep 19, 2025 |
|
Arena CEO says the health of the consumer is a canary in the coal mine
|
Sep 12, 2025 |
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Oak Hill Advisors senior partner says market volatility is now a certainty
|
Sep 06, 2025 |
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Barclays head of global research says macro picture is the biggest risk for credit
|
Aug 30, 2025 |
|
Western Asset CIO sees green shoots in commercial real estate
|
Aug 22, 2025 |
|
Carlyle head of liquid credit sees a slowdown in sales and earnings growth
|
Aug 08, 2025 |
|
Crescent co-founder, Brewers owner says sports investing is a growing field
|
Aug 01, 2025 |
|
BlackRock head of macro credit research says not shying away from credit risk is the right call
|
Jul 25, 2025 |
|
Oaktree co-PM of global credit sees investors still pivoting to fixed income
|
Jul 18, 2025 |
|
Loomis Sayles’ Matt Eagan says we have traded private credit loans and others will follow
|
Jul 11, 2025 |
|
Arini president says the ‘real economy’ of Europe needs financing
|
Jul 03, 2025 |
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Sound Point CEO says paradigm shift in US economy lessens likelihood of tariff-induced recession
|
Jun 27, 2025 |
|
Goldman Sachs co-head of private credit says not everything is rosy
|
Jun 21, 2025 |
|
BofA, King Street, Blackstone, Federated Hermes: investors optimistic, bullish on European structured credit
|
Jun 13, 2025 |
|
Ares’ co-head of direct lending says the M&A market is normalising
|
Jun 06, 2025 |
|
TCW CIO of fixed income says volatility could cause credit markets to break this year
|
May 30, 2025 |
|
KKR co-head of global liquid credit says credit markets have become more stable and behave differently
|
May 23, 2025 |
|
Neuberger Berman head of private debt says private equity will help private credit weather troubles
|
May 19, 2025 |
|
Blue Owl co-president answers the tough questions about private credit
|
May 09, 2025 |
|
Blackstone global CIO of Credit & Insurance says private credit’s golden era never really ended
|
May 02, 2025 |
|
Goldman Sachs co-head of global private credit says M&A rebound will come
|
Apr 25, 2025 |
|
Napier Park CIO says Trump tariffs will materially impact credit, raise financing costs
|
Apr 11, 2025 |
|
Arcmont CIO says best time for private credit is during market volatility and dislocation
|
Apr 04, 2025 |
|
KKR head of private credit sees more volatility, more uncertainty and more tailwinds for private credit
|
Mar 28, 2025 |
|
Bain Capital global head of credit sees compelling opportunities in CLOs, high-yield bonds
|
Mar 21, 2025 |
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Apollo co-head of European credit says European investment thesis has changed dramatically
|
Mar 14, 2025 |
|
Carlyle head of global credit sees USD 23 trillion opportunity in investment-grade private credit
|
Mar 10, 2025 |
|
Ares co-head of European credit says private market deals will get bigger
|
Feb 21, 2025 |
|
Oak Hill Advisors senior partner sees crosswinds in credit markets
|
Feb 07, 2025 |
|
Fortress co-CEO sees biggest opportunity in asset-based finance
|
Jan 21, 2025 |
|
Credit Exchange Trailer
|
Jan 15, 2025 |