Episodes

Thursday May 23, 2024
Navigating the Golden Age of Private Credit: Part 2
Thursday May 23, 2024
Thursday May 23, 2024
In the latest episode of "Know More. Risk Better.," host Zachary Griffiths speaks with LFI Managing Editor Andrew Hedlund, exploring the complexities of private credit and the evolving interplay between banks and direct lenders. The discussion sheds light on the current state of deal flows, pricing trends, and the broader economic implications for companies navigating today's high-interest environment.

Tuesday May 21, 2024
Navigating the Golden Age of Private Credit: Part 1
Tuesday May 21, 2024
Tuesday May 21, 2024
In the latest episode of "Know More. Risk Better.," hosts Winnie Cisar and Zachary Griffiths delve into the intricacies of private credit and its burgeoning role in U.S. investment strategy. They unpack the evolution of lending practices, the regulatory shifts affecting banks, and the interconnectedness of private equity and private credit in today's financial landscape.

Thursday May 16, 2024
Credit Where Credit's Due: Insurers' Love Affair with Private Debt
Thursday May 16, 2024
Thursday May 16, 2024
Host Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing presence of private credit in life insurers' investment strategies. They explore the risks and opportunities associated with this trend, particularly in the context of a potential economic downturn, while also discussing the increasing influence of private equity firms in the life insurance sector.

Tuesday May 14, 2024
Season 6 Kickoff: Navigating the Fed's Roadmap
Tuesday May 14, 2024
Tuesday May 14, 2024
Season 6 of "Know More. Risk Better.," kicks off with a deep dive into the financial currents shaping the market. Join Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Head of US Investment Grade and Macro Strategy, as they analyze the aftermath of 4Q23 and 1Q24's economic data and the Federal Reserve's nuanced policy signals.

Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
In this episode of "Know More. Risk Better.," we invited Visa's Principal US Economist, Michael Brown, to explore the U.S. economy's resilience amidst Fed tightening and discuss how the Visa Spending Momentum Index provides a deeper cut into understanding recent consumer spending trends. Brown delves into the consumer spending dynamics post-COVID and analyzes the nuances of credit health and emerging payment trends. This episode provides key insights into today's economic trends and the future direction of the US economy and financial markets.

Thursday Mar 14, 2024
Shifting Gears: The U.S. Auto Sector's Road Ahead
Thursday Mar 14, 2024
Thursday Mar 14, 2024
In the latest episode of "Know More. Risk Better.," host Zachary Griffiths is joined by Todd Duvick, Head of Autos research, to discuss the recent downgrade of the U.S. auto sector's performance rating. Despite the sector's significant outperformance since upgrading Autos to Outperform in November 2023, Duvick explains valuations reflect the auto sector’s improved supply-demand balance and the repricing of Ford’s bonds following its upgrade to investment grade. The episode delves into the implications of these factors on the auto market and explores the evolving dynamics of electric vehicle adoption and the potential challenges posed by Chinese competitors.

Tuesday Mar 12, 2024
Premium Brands vs. Economic Headwinds: Euro Consumer Update
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
In this episode, host Winnie Cisar is joined by Euro consumer analyst Maryum Ali and Euro auto analyst Jim Williamson to discuss how premium consumer brands and the auto sector are navigating economic challenges. They focus on consumer trends in Europe and globally, earnings season outcomes, and the evolving landscape of electric vehicles. Tune in today as the conversation provides a deep dive into how these sectors are adapting and what indicators are key for future performance.

Thursday Mar 07, 2024
The Texas Two-Step: Corporate Strategy or Legal Loophole?
Thursday Mar 07, 2024
Thursday Mar 07, 2024
In the latest episode of "Know More. Risk Better.," host Winnie Cisar and Special Situations Legal Research Head Mark Lightner delve into the complexities of mass torts and bankruptcy, focusing on high-profile cases like Purdue Pharma's. They unravel the impacts of third-party releases and the controversial Texas Two-Step strategy for companies facing mass tort liabilities. This episode is a must-listen for anyone interested in how landmark legal battles shape creditworthiness for companies with mass tort exposure.