Podcast Episodes
Back to SearchQ&A with Mike Scott, Man GLG
Episode 105
The new high interest rate environment poses a huge challenge for companies with debt maturing in the next two years. What risks and opportunities do…
3 years ago
Debt purchasers in the spotlight
Episode 104
Debt purchasers must soon decide how they plan on addressing upcoming maturity walls, but they are facing scrutiny over their business models.
For thi…
3 years ago
Right placement, right time, with Jess Larsen, Briarcliffe Partners
Episode 103
Jess Larsen is in the right place at precisely the right time: after a tough period last year, investor interest in private credit is exploding once …
3 years ago
The short seller's guide to credit, with Carson Block
Episode 102
Carson Block is not an unfamiliar name, at least in the equity markets. He and his short-activism fund Muddy Waters Research have been at the center …
3 years, 1 month ago
Private credit CLOs are coming our way
Episode 101
When JP Morgan priced Ivy Hill XXI in July it marked the bank's entry into middle-market CLO arranging and underlined the expansion of the mid-market…
3 years, 1 month ago
Banks push back on private credit with Eric Muller, Oak Hill Advisors
Episode 100
Can banks really compete with the big guns of private credit? Many are trying — but there are multiple constraints holding them back, from regulation…
3 years, 1 month ago
A new dawn for J Crew Blockers? Strong formulations we’ve seen in 2023
Episode 99
Lenders tend to feel reassured knowing their docs have a J Crew blocker, but not all J Crew blockers offer the protection they might expect.
For this …
3 years, 1 month ago
The pipe is ripe
Episode 98
It’s been a hot and heavy summer, and the pipeline is looking encouragingly full for next month — especially compared to this time last year.
For this…
3 years, 1 month ago
ESG specialist Rupert Davies — setbacks and opportunities
Episode 97
ESG investing has come under increased scrutiny for its ability to effect change in recent months, following the controversial Sustainable Finance Di…
3 years, 2 months ago
Penn raises the sports betting stakes with ESPN deal
Episode 96
Casino operator Penn Entertainment is betting that a $2bn partnership with ESPN will supercharge the company’s foray into the online sports wagering …
3 years, 2 months ago