Reorg Radio cover image

Reorg Radio

Latest episodes

undefined
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.
undefined
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
undefined
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
undefined
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.
undefined
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
undefined
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
undefined
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.
undefined
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
undefined
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
undefined
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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode