Know More. Risk Better.

In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes. Zachary Griffiths is joined by Chiedza Madzima at BMI to discuss the scale of shipping constraints, why oil prices have remained resilient despite logistical strain, and when physical shortages could begin to impact markets. They examine investor expectations, policy responses, and longer term implications for maritime choke points and supply chain design, offering practical insights on how operational risks translate into market impact. The episode delivers a clear, forward-looking perspective to help investors navigate evolving geopolitical and supply chain risks.

In this episode of the Know More. Risk Better. podcast, the conversation explores the growth, structure, and investment appeal of corporate hybrids, and how evolving market dynamics are shaping their role in issuer capital structures. Logan Miller is joined by Andrew Moulder to discuss the expansion of the hybrid market beyond utilities, the key benefits including higher yields, tax and accounting advantages, and the associated risks such as extension risk and refinancing challenges. They examine investor demand, market sentiment, and future growth prospects, offering practical insights on valuation and positioning. The episode delivers clear, forward-looking perspective to help investors better understand and navigate opportunities in the hybrid credit market.Related Resource: Hybrids 101Explore hybrid bond structures to understand how they blend equity and debt features, shaping both risk exposure and return potential.Download the presentation: https://know.creditsights.com/hybrids-101-pdf/?utm_campaign=35088676-2026%20-%20Growing%20CreditSights%20Subscribers&utm_source=youtube&utm_medium=social&utm_term=youtube%20gated%20content&utm_content=Hybrids%20101 

In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined by Andy DeVries to discuss the divergence between oil and natural gas prices, the impact of rising data center demand on power markets, and a contrarian view that clean energy tax credits are likely to return.  They examine implications for wind and solar growth, power price trajectories, and investment positioning across utilities and energy assets. The episode delivers practical, forward-looking insight to help investors navigate the evolving energy and power landscape with greater confidence. 

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Matt Woodruff, Head of Aerospace & Defense and Transports, about the evolving dynamics of the U.S. airline industry and the factors reshaping profitability in 2026. They unpack the collapse of Spirit Airlines, examining the pressures facing ultra low cost carriers and the competitive response from major airlines. The discussion explores the impact of rising fuel costs, the growing importance of loyalty programs, and the role of premium demand in a K-shaped economic recovery. They also assess the outlook for consolidation, including potential mergers and strategic positioning across carriers. The episode concludes with insights into balance sheet strength, liquidity trends, and how airlines are navigating cost pressures in a volatile operating environment. Listen now for expert perspectives on aviation sector risks and credit implications.

In this episode of the Know More. Risk Better. podcast, the conversation unpacks how shifting rate expectations, geopolitical uncertainty, and evolving market dynamics are shaping the leveraged loan market. Winnie Cisar is joined by Kerry Kantin to discuss the sharp shift in market sentiment, slowing issuance, and the challenges facing refinancing and deal timing amid volatility. They explore the rise of AI infrastructure and data center financing, changing dynamics between loan and high yield markets, and the evolving relationship with private credit. The episode delivers timely insight to help investors better navigate today’s complex leveraged finance landscape with greater confidence. 

In this episode of the Know More. Risk Better. podcast, host Logan Miller speaks with Anwita Basu, Head of Country Risk for Europe at BMI, about Europe’s macro outlook, geopolitical pressures, and evolving credit risks in 2026. They discuss how repeated crises have reshaped Europe’s strategic priorities, from energy transition and defense spending to fiscal coordination and competitiveness. The conversation examines the impact of Middle East tensions on energy prices, Europe’s role as a price taker, and the risk of prolonged stagflation amid weak demand and higher-for-longer interest rates. They also explore Germany’s expansionary fiscal stance, housing market pressures, and divergent policy responses across the region. The episode concludes with insights on geopolitical volatility, US-Europe transmission risks, and what investors are watching next. Listen now for expert perspectives on European credit conditions and macro risk dynamics.
 

In this episode of the Know More. Risk Better. podcast, the conversation unpacks how global macro volatility, geopolitical tensions, and private credit risk are shaping today’s fixed income markets, with a strong focus on Asia. Zachary Griffiths is joined by Zerlina Zeng to discuss the impact of Middle East conflict on energy prices and yields, evolving investor behavior in Korea and China, and shifting allocations between US assets, local rates, equities, and alternatives. They explore private credit exposure, tight credit spreads, US rate uncertainty, and the growing influence of AI on market dynamics and investment workflows. The episode delivers timely, regionally grounded insight to help investors better navigate global credit markets with confidence. 

In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths is joined by Peter Simon, Head of US Banks, and Simon Adamson, Head of European Banks, to examine rising investor concerns around private credit and bank exposure. They explore whether current risks echo 2008, discussing regulatory changes, capital strength, and why a systemic crisis appears unlikely. The conversation analyzes how banks lend to private credit funds, BDCs, and business credit intermediaries, focusing on structure, collateral, and capital impact. They also assess market pricing signals, default risk, and exposure metrics such as total loans and CET1 capital. The episode compares US and European bank exposure, highlights regulatory scrutiny, and addresses software and AI-related credit concerns. It concludes with insights on monitoring private credit risk without losing sight of broader bank fundamentals. Listen now for a clear, data-driven view of private credit and bank risk across global markets and evolving credit cycles in 2026 and investor positioning.