KKR Sees Credit Stress, Not Armageddon; BI on India
More companies will default on their debt next year because of higher rates and slower earnings, but there won’t be a widespread crisis, says Christopher Sheldon, co-head of credit and markets at KKR....
8 Des 202339min
Mark Attanasio Talks Private Debt, Sports; BI on Cable
Private credit offers double-digit returns with structures that can reduce risk, just as increased competition boosts secondary trading options, says Mark Attanasio, co-founder of Crescent Capital. “W...
30 Nov 202335min
Chicken-Finger Billionaire Unmasked; Health Care Woes
When fast-food chain Raising Cane’s tapped the US capital market this month, it revealed a $7.6 billion fortune held by CEO Todd Graves. Strong demand for the chicken-finger maker’s bonds highlights g...
22 Nov 202321min
Federated Sees Private Debt Red Flags; AT1 Boom
Private credit’s rapid growth and lack of transparency are concerns to be monitored as funding costs jump, says Fraser Lundie, head of fixed income at Federated Hermes in London. Steep rises in inter...
16 Nov 202340min
WeWork Bust Shows Hazards of Love; China Chips War
WeWork Inc. — known for free-flowing booze and a fleeting $47 billion valuation — declared bankruptcy just two years after going public. This cautionary tale of over-indebtedness highlights the perils...
9 Nov 202321min
Apollo Says Lean In to Private Debt; Pensions Boost
Private lending is the best opportunity in debt markets today, says Tristram Leach, co-head of European credit at Apollo Global Management. “If I had to pick a single area that I think you’re meant to...
2 Nov 202329min
Blackstone Sees Big Yield Opportunity; BDC Focus
Opportunities for robust returns in debt markets are the best “in quite some time,” despite rising default risk, says Rob Zable, global head of liquid credit strategies at Blackstone. In this episode ...
26 Okt 202327min
Judge’s Downfall Shocks Bankruptcy World; Oil M&A
The resignation of a top Texas bankruptcy judge after it emerged he was dating a leading lawyer has rocked the insolvency world. To analyze the fallout, we’re joined by Steven Church and Amelia Pollar...
19 Okt 202329min
