Know More. Risk Better.

Season 7 Finale: Framing Up 2025

In the season finale of the "Know More. Risk Better." podcast, Winnie Cisar welcomes back Zach Griffiths to dive deep into post-election market dynamics. They tackle topics like market optimism, inflation risks from tariffs, the potential impact of Republican policies, and how policy shifts could reshape 2025. Are the markets too optimistic? What hidden risks could be lurking around the corner? Don't miss this insightful and action-packed wrap-up episode!

Navigating Post-Election Markets: Credit, Autos, and Central Banks

In our latest podcast episode, we dive into the significant market changes following the U.S. election, marking the end of 2024. With Trump’s surprising comeback and Republican gains in the Senate, we break down what this means for the markets. Join Logan Miller and our esteemed autos team as they discuss corporate credit markets, central bank actions, and the global auto sector's reaction to political shifts. Stay tuned for expert insights and market predictions.

Post-Election Reaction: Market Trends Following Trump's Comeback

Don't miss this special U.S. election reaction episode of the "Know More. Risk Better." podcast! Host Winnie Cisar welcomes Connor Beakey from BMI and Mark Lightner from CreditSights for an in-depth discussion on the market's response to former President Trump’s return and the likely Republican win in Congress.Discover the economic impacts, including the S&P 500 surge, rising U.S. Treasury yields, and a stronger U.S. dollar. Plus, get the latest insights on deregulation, corporate tax changes, tariffs, and global trade implications. Tune in for expert analysis and future predictions you won't want to miss!

US Election 2024: Legal Perspectives and Predictions

In this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar is joined by Mark Lightner, Head of Special Situations Legal Research. Together, they delve into the legal issues coming out of the U.S. presidential election, including what a contested election might look like, how major litigation may be impacted, and the Fed’s independence, among other topics.  Mark and Winnie provide detailed insights into these critical topics, making this episode a must-listen for anyone looking to understand the potential legal outcomes of today’s election.

Spooky Season Recession

In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today's economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.

European Real Estate Market: Trends and Outlook

In this episode of the Know More. Risk Better. podcast, we delve into the European real estate market with insights from industry experts Mary Pollock and Logan Miller. Discover what has driven the recent outperformance in the sector and get ahead of the curve as we discuss Q3 earnings, transaction volumes, and the broader property cycle. Learn about key themes such as macro strategy and sector outlooks that could impact your investments. Tune in to find out which sectors are showing signs of recovery and what challenges lie ahead for 2025. Don’t miss this chance to stay informed and make smarter investment decisions!

The Changing Landscape of Real Estate Brokerages

In this episode of the Know More. Risk Better. podcast, Winnie Cisar, Global Head of Strategy at CreditSights, and Senior Special Situations Analyst, Peter Sakon, dive into the evolving residential real estate brokerage industry. They discuss the challenges faced by real estate agents, traditional brokerages like Anywhere Real Estate’s (HOUS) Century 21 and RE/MAX (RMAX), the rise of low-cost cloud-based competitors, and new regulations from the National Association of Realtors. The conversation also touches on the financial pressures on these companies and potential long-term risks. 

Unpacking the Housing Market: Trends, Rates, and Builder Insights

In this episode of the Know More. Risk Better. podcast, we delve into the intricate dynamics of the housing market. Winnie Cisar and Michael O'Brian explore national housing market fundamentals, shifts in the regional housing supply, and the impact of elevated mortgage rates. They also discuss the strategies home builders are using to navigate this challenging environment, including rate incentives and the shift toward quick move-in homes. Whether you're a homeowner, prospective buyer, or industry professional, this episode offers valuable insights into what drives the housing market today and what to expect in the near future. Listen now!