Podcast Episodes
Back to SearchThe ABCs of private credit LMEs, with Freshfields
Episode 135
In recent years, the term ‘lender-on-lender violence’ has become a popular way to refer to deals that are more politely known as ‘liability managemen…
2 years, 4 months ago
The rise and rise of SRT with Matthew Moniot of Man Group
Episode 134
At what point does a trend become a megatrend?
In this week’s episode of Cloud 9fin, our very own ABS editor Owen Sanderson is joined by Matthew Moni…
2 years, 4 months ago
What does the UK election mean for credit?
Episode 133
It’s happening! Voters in the UK will head to the polls in just over a month, and most polls forecast a resounding victory for Keir Starmer and the L…
2 years, 5 months ago
Talking SaaS with Thoma Bravo, feat. Oliver Thym
Episode 132
Enterprise software is a sector with a lot to love if you’re a private credit investor: long-term contracts and sticky customers.
But how will AI impa…
2 years, 5 months ago
The Steward situation is batsh*t crazy
Episode 131
From a colony of bats plaguing one of its hospitals in Florida to an alleged connection to money laundering in Malta, Steward Health‘s descent into b…
2 years, 5 months ago
Navigating the new paradigm with Rob Fawn of PGIM
Episode 130
The current interest rate environment is driving a rise in downgrades, special situations and liability management exercises. But how to know which o…
2 years, 5 months ago
Managing messaging with Jude Gorman of Collected Strategies
Episode 129
Finance is about money, obviously, but it’s also about narratives. That’s especially true in the world of activist investing and proxy battles, and i…
2 years, 6 months ago
SBTi U-turn rocks world of sustainable finance
Episode 128
The SBTi’s sudden change in stance on the use of carbon credits came as a shock in the world of sustainable finance last week.
In this episode, our ho…
2 years, 6 months ago
Intrum in the red
Episode 127
The end of cheap borrowing is showing its true colors — and for Intrum it’s a deep shade of red as the Swedish debt collector faces its own credit cr…
2 years, 6 months ago
Control, Altice, Delete
Episode 126
What do you get when a builder basket just keeps building, and building and building? You get a whole basketful of lenders caught off-guard by the ma…
2 years, 6 months ago