Free Daily Podcast Summary
The Credit Edge by Bloomberg Intelligence: Daily Summaries Delivered
by Bloomberg
The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago46 min
Kirkland & Ellis Sees More Distressed Lenders Flipping Company Boards
More private investors in distressed companies are looking to replace directors and take control, according to Kirkland & Ellis. “It’s a very important remedy — it candidly drives a lot of negotiation when things are distressed,” H.T. Flanagan, a debt finance partner at the law firm, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “I have seen folks explore this with greater frequency and execute it with greater frequency,” says Flanagan, who advises private debt funds and alternative lenders. They also discuss the outlook for liability management exercises, hybrid capital solutions and opportunities in defense, aerospace and financial services.See omnystudio.com/listener for privacy information.
- 1 weeks ago53 min
Magnetar Scours $600 Billion Stressed Debt Pile for Bond, Loan Value
Magnetar Capital is scouring a $600 billion pile of troubled corporate bonds and loans for value as much of the debt comes due. “Yesterday’s buyout boom is today’s credit opportunity,” Austin Camporin, head of special situations at the $17 billion alternative asset manager, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Negisa Balluku in the latest Credit Edge podcast. “It’s those small firms that incurred debt in the zero interest rate environment, primarily in the broadly syndicated loan market, that are obviously having a harder time,” Camporin says. They also discuss private credit risk and investment opportunities in software, healthcare services, building materials and packaging.See omnystudio.com/listener for privacy information.
- 2 weeks ago46 min
Lumen’s CFO Looks Ahead After ‘Moonshot’ Debt Deal That Worked
Lumen Technologies is reducing leverage and reinventing itself as an AI play after completing one of the biggest-ever out-of-court debt restructurings. “We had to keep as many winners as possible if we were going to be able to pull this off,” Chris Stansbury, the company’s president and chief financial officer, tells Bloomberg News’ James Crombie and Reshmi Basu and Bloomberg Intelligence’s Phil Brendel in the latest Credit Edge podcast. “It was a moonshot and it worked,” Stansbury adds. They also discuss capital-expenditure plans, a copper-scrap opportunity worth “hundreds of millions of dollars,” and Lumen’s exposure to the AI backlash. See omnystudio.com/listener for privacy information.
- 3 weeks ago54 min
Hedge Fund Andromeda Warns of ‘Titanic’ Debt Disaster as Yields Soar
High global government yields are a growing threat to corporate debt markets, according to London-based hedge fund Andromeda Capital Management. “You either have to let long-term yields go up — and with that you can cause a credit crunch, especially with all the AI borrowing that’s happened — or you let the currency depreciate,” Alberto Gallo, the firm’s chief investment officer and co-founder, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Stephane Kovatchev in the latest Credit Edge podcast. “We might have already hit some icebergs with government bond yields going so high,” says Gallo, who compares the situation to the Titanic disaster. They also discuss winners and losers from the artificial intelligence boom, private credit contagion and why Japanese inflation matters.See omnystudio.com/listener for privacy information.
- Sep 3, 202649 min
Columbia Threadneedle Scans AI Debt Rush for Alpha Opportunity
Columbia Threadneedle is looking to outperform by buying into the flood of debt from companies building artificial intelligence infrastructure. “It’s really the best place to try to find some volatility and some alpha opportunities here, as long as you can remain nimble,” Tom Murphy, the $715 billion manager’s head of investment-grade credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “If we start to see all of this investment turn into cash flow, it could really be tremendous,” he says. They also discuss fundamental and technical credit market indicators, the September issuance rush and relative value in financial sector bonds.See omnystudio.com/listener for privacy information.
- Aug 27, 202653 min
‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks
Massive borrowing by artificial intelligence companies — some of it to fund their own customers — risks inflating a technology-sector bubble, according to Seaport Research Partners. “Things are going to get crazier,” Jay Goldberg, the firm’s senior analyst for semiconductors and electronics, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “All this debt is coming on stream, it’s going to amp up things even further — this feels to me like 2007,” Goldberg says. “There are certainly corners of the industry that are prone to blow ups.” They also discuss AI vigilantes, concentration risk and growing anxiety about circular financing.See omnystudio.com/listener for privacy information.
- Aug 20, 202652 min
BMO Slashes Junk Debt Holdings as Geopolitical, Economic Risks Spread
BMO Asset Management, which oversees almost C$300 billion ($218 billion), has cut its junk-bond holdings and moved into safer parts of credit as geopolitical and macroeconomic pressures mount. “We love the movie — we’re still there — but we’re just getting a seat closer to the exit,” Earl Davis, the firm’s head of fixed income and money markets, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. “You’re not getting paid to hold as much risk here,” he says. They also discuss why the financial and energy sectors look attractive, how to play hyperscaler bond issuance and opportunities in Canada’s nascent high-yield market, including debt from commodity and defense companies. See omnystudio.com/listener for privacy information.
- Aug 13, 202645 min
LBO Debt Coming Due Is Next Big Test for Credit Markets, Says ICG
Companies need to move fast to refinance leveraged-buyout debt coming due over the next few years, according to ICG. “Folks should start getting ahead of it because the traffic jam may be more the issue than anything,” David Saitowitz, the $126 billion global alternative asset manager’s head of US liquid credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Mike Holland in the latest Credit Edge podcast. “That could be the kind of risk event that may push the market wider for a period of time,” he says, referring to credit spreads. They also discuss the AI funding bubble, collateralized loan obligation performance and fallen-angel risk.See omnystudio.com/listener for privacy information.
Get The Credit Edge by Bloomberg Intelligence summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.
Bloomberg Intelligence
Analysis of Wall Street investments and company research by Bloomberg Intelligence experts.
Barron's Streetwise
A weekly look at high finance and Wall Street trends through interviews and analysis with Barron’s columnist Jack Hough.
Bankless
A podcast about crypto finance covering DeFi, NFTs, and cryptocurrencies to help listeners transition to a bankless financial system.
Bloomberg Talks
Conversations with influential figures in finance, politics, technology, and culture from Bloomberg News.
Monetary Matters with Jack Farley
Expert interviews exploring macroeconomics, financial markets, and monetary policy.
WSJ's Take On the Week
Weekly analysis of markets, the economy, and finance from Wall Street Journal reporters Telis Demos and Miriam Gottfried.
Odd Lots
Two Bloomberg journalists examine intriguing topics in finance, markets, and economics with expert guests.
Stock Movers
Short conversations analyzing today's biggest gainers and losers in global stock markets across major sectors.
InvestTalk
Weekday discussions on investing, financial planning, and market trends with advisers Justin Klein and Luke Guerrero.
Big Take
Global economic and business news explained by Bloomberg reporters.
About The Credit Edge by Bloomberg Intelligence
The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Credit Edge by Bloomberg Intelligence in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Credit Edge by Bloomberg Intelligence daily summary?
It's a free AI-powered email that summarizes new episodes of The Credit Edge by Bloomberg Intelligence as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Credit Edge by Bloomberg Intelligence podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Credit Edge by Bloomberg Intelligence product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Bloomberg.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Credit Edge by Bloomberg Intelligence release new episodes?
The Credit Edge by Bloomberg Intelligence publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does The Credit Edge by Bloomberg Intelligence cover?
The Credit Edge by Bloomberg Intelligence covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Credit Edge by Bloomberg Intelligence summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.