Know More Risk Better, a CreditSights Podcast
Credit Market Oral History Part 2: 10-Year Cycles, 7-Year Memories

Credit Market Oral History Part 2: 10-Year Cycles, 7-Year Memories

April 7, 2021

In Part 2 of our series with Glenn Reynolds, CreditSights’ Co-founder and Global Macro Strategist, Glenn recounts the highs and lows of the past 20 years, and why founding CreditSights was a risk that paid off.  

Credit Market Oral History Part 1: 10-Year Cycles, 7-Year Memories

Credit Market Oral History Part 1: 10-Year Cycles, 7-Year Memories

April 5, 2021

CreditSights’ Co-founder and Global Macro Strategist, Glenn Reynolds, discusses what he’s seen in the markets over the course of his career, from 1980s inflation through the beginning of our current credit cycle.

Sky’s the Limit in C-Band Auction

Sky’s the Limit in C-Band Auction

March 8, 2021

CreditSights’ Senior Telecom Analyst, Davis Hebert, discusses the nearly $100 bn auction for the C-Band spectrum, and its implications for 5G, and the impacts on AT&T and Verizon balance sheets.

Semiconductors’ Trailing Edge

Semiconductors’ Trailing Edge

February 23, 2021

CreditSights’ Senior Semiconductor Analyst, Andy Li, discusses shortages in customer end markets, the global chip landscape, and the implications for credit fundamentals.

Passing the Peak

Passing the Peak

February 8, 2021

CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses the CreditSights US high yield 2021 default forecast.

Electrifying the Auto Outlook

Electrifying the Auto Outlook

February 4, 2021

CreditSights’ Senior Auto Analyst, Hitin Anand, talks to the 2021 outlook, the regulatory environment, and the inflection point for EVs.

Munis Acting Like Corporates

Munis Acting Like Corporates

November 17, 2020

We present our CreditSights' Weekly Wrap from November 13th, a discussion between Head of IG, Erin Lyons, and Senior Municipal Strategist, Patrick Luby, as they discuss the challenges state and local governments are facing, and how they too are building liquidity.

Going to the Movies

Going to the Movies

October 30, 2020

CreditSights’ Senior Media Analyst, Hunter Martin, and Senior Special Situations Analyst, Matt Zloto, discuss the stress from coronavirus on the cinema sector and frame out the limited options ahead for leading exhibitor, AMC Entertainment.

From Crisis to Confidence

From Crisis to Confidence

October 28, 2020

CreditSights’ Head of US Financials, Jesse Rosenthal, revisits our “This Time is Different” theme from earlier this year, and frames the surprisingly strong position of US banks.

The Value of Softbank

The Value of Softbank

October 8, 2020

CreditSights’ Senior TMT Analyst, Mary Pollock, discusses how to value Softbank, a topic that never fails to spark debate across financial markets.

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