When Credit Spreads Contradict Equity Volatility

When Credit Spreads Contradict Equity Volatility

Blackstone is pleased to announce a new market commentary series on the Blackstone Podcast from investment strategist Joe Zidle. In each episode, Joe will share his insights on market trends and what investors should be looking out for in the month ahead. This week, he sat down with us to discuss volatility, credit spreads and inflation trends.

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The views expressed in this commentary are the personal views of the author and do not necessarily reflect the views of The Blackstone Group L.P. (together with its affiliates, “Blackstone”). The views expressed reflect the current views of the author as of the date hereof and Blackstone undertakes no responsibility to advise you of any changes in the views expressed herein.

Blackstone and others associated with it may have positions in and effect transactions in securities of companies mentioned or indirectly referenced in this commentary and may also perform or seek to perform services for those companies. Investment concepts mentioned in this commentary may be unsuitable for investors depending on their specific investment objectives and financial position.

Tax considerations, margin requirements, commissions and other transaction costs may significantly affect the economic consequences of any transaction concepts referenced in this commentary and should be reviewed carefully with one’s investment and tax advisors. All information in this commentary is believed to be reliable as of the date on which this commentary was issued, and has been obtained from public sources believed to be reliable. No representation or warranty, either express or implied, is provided in relation to the accuracy or completeness of the information contained herein.

This commentary does not constitute an offer to sell any securities or the solicitation of an offer to purchase any securities. This commentary discusses broad market, industry or sector trends, or other general economic, market or political conditions and has not been provided in a fiduciary capacity under ERISA and should not be construed as research, investment advice, or any investment recommendation. Past performance is not necessarily indicative of future performance.

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Episoder(70)

Blackstone Q1 2026 Earnings Call

Blackstone Q1 2026 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

28 Apr 1h 16min

Blackstone Q4 & FY25 Earnings Call

Blackstone Q4 & FY25 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

5 Feb 1h 8min

Blackstone Q3 2025 Earnings Call

Blackstone Q3 2025 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

27 Okt 20251h 7min

Blackstone Q2 2025 Earnings Call

Blackstone Q2 2025 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

25 Jul 202559min

Blackstone Q1 2025 Earnings Call

Blackstone Q1 2025 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

17 Apr 20251h 6min

Blackstone Q4 2024 Earnings Call

Blackstone Q4 2024 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

30 Jan 20251h 17min

Blackstone Q1 2024 Earnings Call

Blackstone Q1 2024 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

18 Okt 20241h 7min

Blackstone Q3 2024 Earnings Call

Blackstone Q3 2024 Earnings Call

The podcast contained on this page may contain dated information. Viewers are cautioned that the podcast on this page is maintained here solely for the purposes of providing historical background abou...

18 Okt 20241h 5min

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