

Octus Radio
Octus Podcast Network
The Reorg Podcast Network is evolving into something new. This feed will no longer be updated as we transition to the Octus Podcast Network. Our new platform offers exclusive interviews, fresh insights, and deeper analysis on the latest trends in finance.
Follow us on the Octus Podcast Network for a richer experience, and stay tuned as we continue to grow and deliver content that keeps you informed and ahead of the curve. Subscribe to our new feed to continue your journey with us!
Follow us on the Octus Podcast Network for a richer experience, and stay tuned as we continue to grow and deliver content that keeps you informed and ahead of the curve. Subscribe to our new feed to continue your journey with us!
Episodes
Mentioned books

Aug 1, 2023 • 15min
H1 Covenant Trends; Automotive Issuers Analysis; TalkTalk RCF Lenders Hold Pitches With Advisors
The podcast discusses covenant trends in leveraged loans and high-yield bonds, key credit metrics for European automotive issuers, TalkTalk's RCF lenders' pitches, and highlights of the primary market activities.

Jul 31, 2023 • 51min
Dr. Edward Altman Says Commercial Bankruptcies Are Set to Spike in 2024-25
In this week’s Primary View podcast, Dr. Edward Altman, the legendary bankruptcy expert, discusses the outlook for debt-saddled zombie companies with Reorg reporter Gaurav Sharma. The New York University professor, best known for the Z-Score formula, cautions that bankruptcy cases are likely to increase in 2024-25, even if the U.S. avoids a recession.
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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Jul 25, 2023 • 20min
Altice Debt Sell-Off; SBB Bonds Drop; Leoni Completes Restructuring; Primary Highlights
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:
What triggered a recent sell-off in the debt of telecom operator Altice
Embattled Swedish real estate company SBB, which has seen its bonds fall by 2-3 points after talks with Brookfield about the sale of a 51% stake in its social infrastructure portfolio ceased;
Leoni becoming the first major company to complete a restructuring plan under the German Corporate Stabilization and Restructuring Act; and
Tomorrow’s primary webinar and the highlights of the 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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Jul 24, 2023 • 24min
How Mackay Shields MD David Dowden Maximizes Income For Shareholders
David Dowden, Managing director at Mackay Shields, discusses maximizing income for municipal portfolios post-volatility. Topics include tax swaps, bond market rallies, strategies for generating income, and challenges in fixed income portfolios amidst declining yields and rising interest rates.

Jul 18, 2023 • 19min
Signa Equity Raise; European Automotive Analysis; Accolade Wines Hires Rothschild; Primary
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:
- The latest on Austrian real estate company Signa, which recently
secured a €500 million equity investment commitment from
shareholders to support the company in a deteriorating real estate
market;
- Reorg’s analysis of the European automotive industry;
- Australian wine producer Accolade Wines hires Rothschild to
address maturities in 2024 and 2025; and
- Highlights of 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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Jul 17, 2023 • 28min
The State of Hospitals Nationwide and Healthcare Borrowing Trends
Kaufman Hall's Erik Swanson and Robert Turner talked about the current financial performance of hospitals nationwide and healthcare financing trends for the second half of 2023 with Reorg's municipals reporter Hoa Nguyen.
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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield

Jul 13, 2023 • 7min
The Reorg Primary View: 3M, Bed Bath & Beyond, Yellow Corp
This podcast discusses 3M's class settlement with water authorities, Bed Bath & Beyond's BABY IP asset sale, and Yellow Corp.'s negotiations with the teamsters union. They explore high yield distress debt, bankruptcy events, financial analysis, projected earnings, acquisitions, and upcoming events for debtors like Bittrex and Envision Amstrad.

Jul 11, 2023 • 17min
Reorg Radio Europe: Thames Water Funding; Atalian Restructuring; Primary Highlights
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:
-U.K. water utility Thames Water’s recently secured equity funding;
-The restructuring options for Atalian, a France-headquartered contract cleaner and facilities management provider; and
-Highlights of the primary 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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Jul 4, 2023 • 15min
Reorg Radio Europe: Thames Water Struggles With £14B Debt Burden; Casino Business Plan; Primary
Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:
- U.K. water utility Thames Water, which is struggling with a £14
billion debt burden;
- French retailer Casino, as creditors grapple to come to terms with
the group’s latest proposal to overhaul its debt-laden structure amid
continued operational underperformance and widening structural
flaws; and
- Highlights of 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
For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/
Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/
#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Jun 29, 2023 • 10min
The Reorg Primary View: Intelsat Ruling; Endo; Bestwall; Trinseo, Rite Aid, Wheels Up
This week’s episode also includes recaps of the district court decision reversing a Sept. 2022 Intelsat bankruptcy decision disallowing $421 million in claims, a stay of the Serta debtors’ plan confirmation and Mallinckrodt’s extension of the deadline to make opioid deferred cash payments under its plan. Also, we feature updates on Trinseo, Rite Aid and Wheels Up’s retention of restructuring and financial advisors.
And, as always, a preview of what’s coming next week.
Reorg is always looking for feedback to help us improve the podcast experience. Please take a moment to complete this short survey and let us know how we’re doing. www.research.net/r/Reorg_podcast_survey