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| Episode | Date |
|---|---|
|
Inside a Long/Short Credit Hedge Fund: Sizing, Shorts and LME Risk — Frits Lieuw-Kie-Song (Ironshield Capital)
|
Aug 04, 2026 |
|
Illiquidity in Private Credit: Why a $25M Loan Takes Six Weeks to Sell | Alex Cordover (Tradable)
|
Jul 21, 2026 |
|
Stress in MicroStrategy’s Preferreds: Why the Doom Loop Didn’t Happen | Mark Palmer (StoneX)
|
Jul 08, 2026 |
|
Big Market Delusion: Why Private Credit Is AI’s Biggest Loser | Aswath Damodaran (NYU)
|
Jun 23, 2026 |
|
Distress in Auto Suppliers: Why Operational Fixes No Longer Work | Steiner (PWC) & Hauke (Willkie)
|
Jun 09, 2026 |
|
HY Building Materials: Why It’s Really One Housing Trade | Andy Belton (Creditsights)
|
May 26, 2026 |
|
Significant Risk Transfer (SRT) Mechanics: Capital Relief, Tranching, and Cycle Risk | Frank Benhamou (Cheyne Capital)
|
May 12, 2026 |
|
Liability Management in Software Credit: Covenant Erosion, Drop-Downs & the Xerox JV Maneuver | Sabrina Fox (Fox Legal Training)
|
Apr 21, 2026 |
|
Private Credit, Life Insurers, and Rating Arbitrage | Jakub Lichwa (TwentyFour AM)
|
Mar 24, 2026 |
|
Software Moats & AI Capex Risk: Why Dominant Firms Stay Dominant | James Bessen (Boston University) #09
|
Mar 10, 2026 |
|
Software Credit Below 80: Who Survives AI in a $40B Loan Market? | Alec Keblish & Matthew Hughes (9fin) #08
|
Feb 24, 2026 |
|
BDC Stress in Private Credit: Redemptions, PIK Risks & Valuation Pressure | John Giordano (Seaport Global) #07
|
Feb 10, 2026 |
|
High Yield's Fool's Yield Trap: Why 7.9% Returns Beat 13.9% Yields | Greg Obenshain (Verdad Capital) #06
|
Jan 27, 2026 |
|
INEOS Credit Deep Dive: Project One, High Yields & Refinancing Risk | Timothy Riminton (Bloomberg Intelligence) #05
|
Jan 13, 2026 |
|
Chemicals Credit Stress: Overcapacity, Energy Shock & Refinancing Risk | Timothy Riminton (Bloomberg Intelligence) #04
|
Dec 19, 2025 |
|
Private Credit Power Center: BDCs, Insurers & PE Capital | Jakub Lichwa (TwentyFour AM) #03
|
Dec 07, 2025 |
|
Shadow Defaults & Private Credit Risks in Credit Markets | Edward Altman (NYU Stern) #02
|
Nov 23, 2025 |
|
First Brands Collapse: Chapter 11 & Distressed Credit Lessons | Jared Muroff (Octus) #01
|
Nov 09, 2025 |
|
Inside First Brands’ Collapse - Snippet
|
Nov 09, 2025 |
|
Fixed+Floating - The Credit Podcast: Official Trailer
|
Nov 02, 2025 |