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When AI becomes an infrastructure debt story
Episode 133
Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets …
5 hours ago
The mortgage market’s quiet revolution
Episode 132
Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment.
Teri Savage…
1 week ago
Stocks up, bonds down, and the Fed's not moving
Episode 131
Prolonged Middle East tensions drive aggressive bond selloffs across global markets, but strong corporate earnings and elevated yields keep high yiel…
2 weeks, 6 days ago
AI concentration risk: don’t get over hype-scaled
Episode 130
The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure.
Neil Sun, Po…
4 weeks ago
Unprecedented Fed discord signals uncertain road ahead
Episode 129
Historic Fed discord meets Middle East uncertainty: The most dissenting votes since 1992 expose deep divisions as geopolitical risks and energy price…
1 month ago
Income without illusion: navigating late-cycle credit markets
Episode 128
A fragile equilibrium in fixed income: high yields persist despite tight conditions, creating potential opportunities for disciplined credit selectio…
1 month, 1 week ago
Patience required: navigating US fixed income's inflation peak
Episode 127
Current energy shocks collide with restrictive monetary policy, creating a different challenge for fixed income investors than 2022.
Mindy Gudmundson…
1 month, 2 weeks ago
Quality carry over market timing
Episode 126
Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundame…
1 month, 3 weeks ago
Between conflict and compromise: finding value amid Middle East volatility
Episode 125
Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create cha…
2 months ago
EA's record-breaking buyout rewrites LBO playbook
Episode 124
A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing.
Jeff Jablons, Senior High Yield Analyst covering telecom, cable, s…
2 months, 1 week ago