Episodes

Tuesday Aug 11, 2020
Boeing, GE & GM: The Industrial BBBs
Tuesday Aug 11, 2020
Tuesday Aug 11, 2020
CreditSights’ Head of US Industrials, Hitin Anand, discusses management mis-steps, sector challenges, and the risk of credit downgrades.

Wednesday Aug 05, 2020
Biden & the Blue Wave: Our Weekly Wrap with Erin Lyons and Christopher Snow
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
We present our CreditSights’ Weekly Wrap from July 31st, a discussion between Co-Head of IG, Erin Lyons and Head of US Research, Christopher Snow, about the potential impacts of a Democratic legislative agenda on the credit markets.

Thursday Jul 30, 2020
Fallen Angels in the Pandemic: Prepping for the 2nd Wave
Thursday Jul 30, 2020
Thursday Jul 30, 2020
CreditSights’ Head of Quantitative Strategy, Kai Gilkes, discusses Fallen Angel risks amongst BBBs and the impact of COVID-19 on the outlook.

Wednesday Jul 15, 2020
Buffett's Gain, Dominion's Pain: Our Weekly Wrap with Erin Lyons and Andy DeVries
Wednesday Jul 15, 2020
Wednesday Jul 15, 2020
We present our CreditSights’ Weekly Wrap from July 10th, a discussion between Co-Heads of IG, Erin Lyons, our IG Strategist, and Andy DeVries, our Senior Utilities Analyst, about Warren Buffett’s purchase in the Utility sector and investor interest in ESG.

Monday Jul 13, 2020
Monday Jul 13, 2020
CreditSights’ Senior Tech Analyst, Jordan Chalfin, talks investors through Dell’s exploration of the spin of its stake in VMWare, as well as Dell’s positioning in the credit markets.

Thursday Jun 25, 2020
Flying Across the Downcycle: A Conversation with Senior Airlines Analyst Roger King
Thursday Jun 25, 2020
Thursday Jun 25, 2020
CreditSights’ Senior Airlines Analyst, Roger King, navigates through the liquidity challenges and creative bond issuance to find a path past the COVID-19 crisis.

Wednesday Jun 24, 2020
Tales of Policy Puts: Our Weekly Wrap with Erin Lyons and Tomas Hirst
Wednesday Jun 24, 2020
Wednesday Jun 24, 2020
We present our CreditSights’ Weekly Wrap from June 19th, a conversation between Erin Lyons, our US IG Strategist, as host, and Tomas Hirst, our European Credit Strategist, as guest.

Monday Jun 22, 2020
Monday Jun 22, 2020
CreditSights’ Senior Metals & Mining Analyst, Wen Li, talks to steel company financial flexibility in the context of recent equity and credit issuance and the sector’s commodity exposure.