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Reorg Radio

Latest episodes

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Dec 13, 2022 • 28min

Reorg Radio Americas: Endo International, AMC Entertainment Holdings, Reverse Mortgage Funding

Our weekly recap and preview for next week features AMC Entertainment Holdings, Endo International, Reverse Mortgage Funding and the Zantac multidistrict litigation. This week, with borrowing rates hovering around 30-year highs, we feature a replay from The Reorg Primary View series, where Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, and Reorg’s James Holloway discuss stresses in the housing market, mortgage lenders and Fed policy. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Dec 13, 2022 • 17min

Reorg Radio Europe: Adler, Metro Bank, Lycra, Primary Highlights

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussions of: - German real estate company Adler Group’s restructuring proposal; - U.K. high street lender Metro Bank; - Spandex producer Lycra’s refinancing talks; and - Highlights in the primary market this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Dec 12, 2022 • 30min

The Reorg Primary View: The Importance of Buying Assets and Cash Flows...

Joel Holsinger discusses the importance of buying assets and cash flows instead of cryptocurrency in the crypto industry. The impact of interest rates on companies and investors is explored, including labor inflation and flaws in the 60-40 investing model. The podcast also highlights the controversies surrounding ESG and the importance of positive impact. Joel shares personal background, love for investing, and involvement with global health charities.
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Dec 6, 2022 • 14min

Reorg Radio Europe: Primary; Frigoglass Notes Restructuring Plan; Convene Restructuring Proposal

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Highlights in the primary market this week; - Greece-based commercial fridge and glass manufacturer Frigoglass’ plan to boost liquidity and restructure its €260 million bonds; and - Norwegian medical payments processor Convene Group has indicatively approved a restructuring proposal from an ad hoc group of noteholders. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 29, 2022 • 17min

Reorg Radio Europe: Venator Debt Talks; Naviera Armas; Telepizza Debt Restructuring; VEON; Adler

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - U.K.-based chemical maker Venator Materials’ debt talks; - Spanish ferry operator Naviera Armas, which is evaluating several options to deal with its stretched liquidity; - Spanish fast food restaurant group Food Delivery Brands’ debt restructuring; - Netherlands-headquartered telecoms group VEON, which has proposed an eight-month extension to its two 2023 notes; and - German real estate company Adler, which signed a lockup agreement with a group of bondholders. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 28, 2022 • 18min

The Reorg Primary View: Stress in Housing Markets

In this week’s episode of The Reorg Primary View, Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, discusses stresses in the housing market as borrowing rates hover around thirty-year highs, mortgage lenders and Fed policy with Reorg’s James Holloway. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 22, 2022 • 8min

Reorg Radio Americas: FTX Group, FTX Digital Markets, Twitter Cooper Standard and National CineMedia

Our weekly recap and preview for next week features FTX Group, FTX Digital Markets, Twitter Cooper Standard and National CineMedia. We are taking a recess this week from our Deep Dive but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 22, 2022 • 17min

Reorg Radio Europe: Constellation Automotive; Strada dei Parchi; Miller Homes, Keepmoat

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Highlights in the primary market this week; - U.K. used car trading platform Constellation Automotive’s liquidity position; - Italian group Strada dei Parchi, whose lenders recently held pitches to select a financial advisor for upcoming talks with the company; and - U.K. house building companies Miller Homes and Keepmoat’s bonds, which have come under pressure following a slowdown in the country’s housing market. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 21, 2022 • 16min

Reorg Radio Americas: The Reorg Primary View: Municipal Bond Markets

In this week’s episode of The Reorg Primary View, Dan Berger, senior market strategist at Refinitiv and architect of the Municipal Market Data, or MMD, joins Reorg’s Seth Brumby, deputy managing editor, to discuss an amazing and difficult year for the municipal bond market and what might be lie ahead for investors. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans
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Nov 17, 2022 • 34min

Reorg Radio Americas: FTX Group, Alameda Research, Windstream, Hertz and analysis from Credit Cloud

Our weekly recap features FTX Group, Alameda Research, Windstream, Hertz and analysis from Credit Cloud by Reorg. For this week’s deep dive, Reorg reporter Ellen Schneider and Americas’ legal analyst Mike Legge cover a busy week in the world of crypto, including FTX Group’s chapter 11 filing, what led to the collapse of Sam Bankman-Fried’s empire and whether “Crypto Winter” is shaping up to be more of an ice age instead. #highyieldbonds #leveragedloans

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