Know More. Risk Better.

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!

Energy Sector Dynamics: From Oil Prices to Emerging Market Opportunities

In the latest "Know More. Risk Better." podcast episode, host Winnie Cisar and CreditSights Head of Energy, Chas Johnston, explore the dynamic energy sector. They discuss oil price stability, natural gas market volatility, and geopolitical impacts. The episode also covers industry consolidation, potential mergers, and investment opportunities in emerging markets, particularly Pemex. Packed with valuable insights and strategies for navigating fixed income and credit markets, this episode is a must-listen for investment professionals. Tune in now for expert perspectives on the latest trends and opportunities in the energy sector.
 

European Consumer Outlook: Challenges and Opportunities

In this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!

Podcast about Podcasts

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune in now!

Navigating the US Election: Health Insurers' Perspective

On CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.