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Cloud 9fin

9fin
Altice
Thames Water
Private Credit
Debt Market
Bankruptcy
Hertz
Lbos
Interest Rates
Asset Sales
Intrum
Private Equity
Drahi
Bondholders
French Law
Unsecured Debt
Collected Strategies
Electric Vehicles
S&P
Moody's
BC Partners

Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode pr... more

PublishesTwice weeklyEpisodes252Founded5 years ago
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Artwork for Cloud 9fin

Latest Episodes

In this episode of Syndication Nation, 9fin’s podcast on all things leveraged finance, LevFin reporter David Westenhaver joins US deputy editor Sasha Padbidri to discuss his recent reporting on the wild ride that is Six Flags.

Fresh off the heels of... more

YouTube

The Chemicals sector has been suffering from geopolitical tensions since Russian invaded Ukraine four years ago. Now with US President Donald Trump’s war in Iran and ongoing worldwide tariffs, volatility is higher than ever.

In this episode of Distr... more

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs, Tanvi Gupta, talks with Alex Navin, managing director at Performance Trust Capital Partners.

They discuss how CLO tranches are trading in this macro backdrop, triple-... more

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Recent Guests

Zoe Han
LevFin reporter
9fin
Episode: Syndication Nation — Credit investors turn to prediction market odds amid macro uncertainty
Rajhkumar Shaaw
Reporter, 9fin
9fin
Episode: RBI to unleash Indian banks to finance M&A next month
Sid Levinson
Co-chair of the restructuring practice, Debevoise & Plimpton
Debevoise & Plimpton
Episode: Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Scott Selinger
Partner, Debevoise; co-head of Expanded Liability Management and Special Situations Group
Debevoise & Plimpton
Episode: Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Erica Weisgerber
Partner, Debevoise; litigation expert
Debevoise & Plimpton
Episode: Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Owen Sanderson
Asset-based finance editor at 9fin
9fin
Episode: Distressed Diaries — MFS’ bridge too far
Kawai Chung
CEO of Folk2Folk
Folk2Folk
Episode: Distressed Diaries — MFS’ bridge too far
Ben Davies
Senior Managing Director at Teneo, telecoms/media & gaming practice lead
Teneo
Episode: Distressed Diaries — Altnets dial down expansion in wake of distress
Stuart Keeping
Senior Managing Director at Teneo, restructuring and insolvency team
Teneo
Episode: Distressed Diaries — Altnets dial down expansion in wake of distress

Host

Bianca Boorer
Senior Distressed Reporter at 9fin

Reviews

5.0 out of 5 stars from 83 ratings
  • Insightful & Timely for Anyone in the Credit Industry

    Cloud 9fin’s podcast provides timely, and engaging commentary on everything involving the credit markets. Particularly a big fan of Jane’s LME Addiction and any episode with Jane Komsky as her legal and market commentary are on point and insightful.

    Apple Podcasts
    5
    MMRestructuring
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The analytical depth and market insights provided by expert guests have been positively noted by audiences.
Listeners appreciate the podcast for its engaging and timely commentary on credit markets.

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Talking Points

Recent interactions between the hosts and their guests.

Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Q: What lessons did you take away about litigation risk and how to structure these transactions going forward?
The guests discuss how courts may view amendments to no-action clauses, the importance of understanding a judge's background, and the need to balance liquidity needs with the risk of litigation, leading to more sophisticated blockers and staged participation.
Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Q: Sid, could you provide us a little bit more detail and set the scene for the NYDJ transaction?
Sid Levinson explains how the sacred right allowed a majority to change the pro rata provisions, the steps taken to introduce new money to the company, and how various law firms and lenders came to the same conclusion about the transaction.
Distressed Diaries — MFS’ bridge too far
Q: How did the court decide on the administrator, and what does that mean for the broader market?
The court chose Alex Partners as administrator, which underscored concerns about independence given allegations of fraud; this outcome highlighted the importance of transparent governance and accurate capital structure disclosures for non-bank lenders in maintaining investor confidence.
Distressed Diaries — MFS’ bridge too far
Q: So you wrote about the initial filing. Can you tell us a bit about that story?
The initial filing suggested the company intended to enter administration and release funds frozen by the bank, but that move was later withdrawn; the discussion then shifted to the subsequent court hearing and the implications for who might be exposed to the MFS structure.
Jane’s LME Addiction — Debevoise star recruits discuss whether LM is just amend and pretend
Q: Do you think the year will continue with more filings or more out-of-court activity?
The consensus is that there will be more filings, driven by tighter lender controls and a broader shift in market dynamics, with some deals still managed out-of-court where possible.

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Frequently Asked Questions About Cloud 9fin

What is Cloud 9fin about and what kind of topics does it cover?

Focused on leveraged finance and distressed debt, this podcast offers in-depth discussions on market dynamics and trends affecting high-yield bonds, syndicated loans, direct lending, and debt restructuring. With insightful commentary from leading analysts and industry professionals, each episode explores complex topics such as credit risk assessment, institutional credit trends, and unique investment opportunities within the evolving credit landscape. The content aims to provide valuable intelligence for fund managers, institutional investors, and financial professionals, enabling them to navigate the intricacies of the credit markets effectively. Noteworthy is the blend of expert analysis and actionable insights, making it a go-to resource... more

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Which podcasts are similar to Cloud 9fin?

These podcasts share a similar audience with Cloud 9fin:

1. The Credit Edge by Bloomberg Intelligence
2. FICC Focus
3. The View From Apollo
4. The Memo by Howard Marks
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Cloud 9fin are there?

Cloud 9fin launched 5 years ago and published 252 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Cloud 9fin?

Recent guests on Cloud 9fin include:

1. Zoe Han
2. Rajhkumar Shaaw
3. Sid Levinson
4. Scott Selinger
5. Erica Weisgerber
6. Owen Sanderson
7. Kawai Chung
8. Ben Davies

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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