Chas Johnston, Head of Energy at CreditSights, shares his expertise on the dynamic energy sector. He delves into oil price stability and the volatility of natural gas markets, influenced by geopolitical tensions like the Russia-Ukraine conflict. The discussion also navigates the landscape of industry consolidation and mergers, with a keen focus on Pemex's market opportunities despite its significant debt. Johnston highlights strategic investment insights, emphasizing key considerations for navigating risks and maximizing returns in this evolving sector.

In this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune in now!

On CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.

On CreditSights' "Know More, Risk Better" podcast, host Zach Griffiths teams up with Ross Schaap and Iris Malone from GeoQuant for an engaging and timely discussion on the U.S. election. Just a month away from Election Day, they discuss Geoquant's latest U.S. Presidential and Legislative model predictions with Kamala Harris at the top of the Democratic ticket and VP picks in place for both parties. They dive into the unique circumstances of this election and how the re-energized Harris campaign may affect voter turnout and ultimately the outcome of the race. Importantly, they also focus on the potential for unified government and how that likelihood has shifted since our prior U.S. election focused podcast. This episode offers valuable insights and predictions that can help you understand the market implications of various potential outcomes for the upcoming election. Tune in to stay informed and ahead of the curve!

In the latest episode of LevFin Insights 'Levered Lines' podcast, Managing Editor Andrew Hedlund sits down with Shawn Robinson, co-head of Private Fixed Income at Apollo Global Management. Together, they explore the intricacies of private investment grade credit (Private IG), a notable example being Apollo's $11 billion deal with Intel. Discover how Private IG offers flexible, bespoke financial solutions across diverse sectors like aviation and AI. Sean explains the numerous benefits, including higher spreads and robust protections, while addressing common concerns about liquidity and transparency. Learn how pension funds and institutional investors are leveraging Private IG for enhanced diversification and fixed income replacement. Tune in for valuable insights on the future of private credit, especially in booming areas like clean energy and technology.

The podcast explores critical insights into the upcoming U.S. election, examining how polling trends could shift voter sentiment and potentially favor Harris. The hosts analyze the financial outlook for the U.S. and Euro markets heading into 2024 and 2025, focusing on central bank policies and economic influences from China. They delve into the dynamics of credit markets, highlighting the underperformance of cash versus high-yield investments. Additionally, they discuss stagflation risks and their implications for future investment strategies.

Davis Hebert, a data center infrastructure expert, and Erick Vega, a specialist in data center operations, delve into the captivating world of data centers. They discuss the critical roles these facilities play in our digital lives and the differences between hyperscale and colocation models. The duo highlights how generative AI is spurring unprecedented demand and the evolving financial dynamics, including significant collaborations and innovative solutions to meet energy challenges. A fascinating look at the backbone of our technology!

In the latest episode of the "Know More. Risk Better." podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Jim Williamson, Senior European Autos Analyst. They cover key developments in the European automotive sector, including the shift from volume to value, the impact of rising dealer inventories, declining used car prices, and the challenges posed by stringent emissions regulations and Chinese EV competition. The discussion also touches on recent changes in sector recommendations and specific stock picks for investors.

On CreditSights' "Know More. Risk Better." podcast, Jesse Rosenthal, James Goldstein, and James Dunn join host Winnie Caesar to delve into the pressing questions surrounding consumer behavior and market conditions. They explore the current state of consumer health, spending patterns, and key indicators that signal broader market trends. Gain valuable insights into which metrics our experts rely on to forecast consumer spending and understand the underlying factors influencing the market today. Tune in to uncover the nuances and expert analyses that shape our understanding of the consumer landscape. Discover how factors like retail sales, credit card data, and discretionary spending are influencing the market, and what this means for the future of consumer behavior.