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Artwork for Credit Exchange

Credit Exchange with Lisa Lee

ION Group
Private Credit
Credit Markets
Inflation
Artificial Intelligence
Federal Reserve
Tariffs
Europe
Interest Rates
Mergers and Acquisitions
M&A Activity
Labor Market
Equity Markets
Recession
Private Equity
ARES
Donald Trump
Private Credit Market
Consumer Spending
Asset-Based Finance
Investment-Grade Private Credit

Credit Exchange with Lisa Lee. Explore the latest trends in global credit markets with the biggest movers and shapers on Wall Street and the City, hosted by financial reporting veteran Lisa Lee.

PublishesWeeklyEpisodes65Foundeda year ago
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InvestingBusinessBusiness NewsNews

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Artwork for Credit Exchange

Latest Episodes

“We’re starting to see some impact on cost. Very manageable, but it’s hard to ignore,” says Alex Chi, deputy CIO of global credit at Carlyle, one of the world’s largest investment managers with nearly $500bn in assets under management.

Speaking on t... more

The Iran war is currently in a “mushy middle”, says Marko Papic, a macro and geopolitical expert at global investment research firm BCA Research, in the latest episode of Credit Exchange with Lisa Lee.

“[What] investors really have to focus on is no... more

The US healthcare space is very interesting as far as real estate is concerned, says David Mihalick, co-head of global investments at Barings, a $500 billion alternative asset manager with expertise in credit, real assets and emerging markets. Mihali... more

“The dispersion in performance is becoming more visible, certainly to institutional investors,” says James Reynolds, global co-head of private credit at Goldman Sachs, on the latest episode of the Credit Exchange podcast with Lisa Lee.

“It’s clear, ... more

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Recent Guests

Millwood Hobbs Jr.
Deputy CIO of Oaktree's Strategic Credit Platform
Oaktree
Episode: Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation
Dave Neuenhaus
US leader of asset management and private equity at KPMG
KPMG
Episode: KPMG’s US head of private equity chats on Milken, AI and retail money
Dan Leiter
Head of International at Blackstone Credit & Insurance
Blackstone
Episode: Blackstone’s head of international says firm has ample liquidity
Juhi Dhawan
Macro strategist at Wellington
Wellington Asset Management
Episode: Wellington’s macro strategist says China may come out as a winner from the oil shock
David Manlowe
CEO of Benefit Street Partners
Benefit Street Partners (BSP)
Episode: Benefit Street Partners CEO says private credit’s doomsday scenario is overblown
David Saitowitz
Head of US Liquid Credit
ICG
Episode: ICG’s head of US liquid credit says Iran war will cause pain for consumers, housing
Marc Chowrimootoo
Co-head of direct lending at Hayfin
Hayfin
Episode: Hayfin co-head of direct lending says European private credit better geared to weather uncertainty than US
John Dorfman
Chief Investment Officer at Napier Park Global Capital
Napier Park Global Capital
Episode: Napier Park’s CIO says firm has stockpiled cash to buy mispriced assets
Andrew Davies
Head of Credit at CVC
CVC Capital Partners
Episode: CVC’s head of credit sees dislocation, and private credit ready to deploy

Host

Lisa Lee
Host of Credit Exchange with Lisa Lee

Reviews

4.9 out of 5 stars from 22 ratings
  • Fan of Lisa

    Lisa asks great questions and is able to get great guests because she brings her business perspective and long history covering this space to all her interviews.

    Apple Podcasts
    5
    tomchm
    United Kingdoma year ago

Listeners Say

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

The host brings deep market perspective that helps unpack complex credit topics.
Guests consistently deliver practical takeaways for investors and lenders.
Smart, data-driven questions that pull actionable insights from guests.
High-caliber guests and strong industry context drive credibility.
Content is timely and focused on AI, liquidity, and cross-border opportunities.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

KPMG’s US head of private equity chats on Milken, AI and retail money
Q: Are there risks around regulation as more retail money enters the market?
There's recognition of a regulatory balance: increasing access and efficiency while protecting investors; potential rules could loosen some barriers but aim to ensure protections remain in place.
KPMG’s US head of private equity chats on Milken, AI and retail money
Q: What should firms consider when expanding to retail capital?
Firms should assess current state versus future state, understand regulatory requirements, create differentiated products, and build strong distribution partnerships; marketing alone isn't enough without a solid product and governance.
KPMG’s US head of private equity chats on Milken, AI and retail money
Q: How varied is AI adoption among clients, and what are the barriers?
Adoption ranges from early adopters to those still seeking an easy button, with middle and back-office applications showing meaningful use cases; barriers include the desire for scalable solutions and the need to balance risk management with innovation.
KPMG’s US head of private equity chats on Milken, AI and retail money
Q: What stood out at Milken regarding AI and its impact on asset management?
The guest emphasizes that AI dominated conversations, with many participants focusing on how AI will be deployed across front-, middle-, and back-office operations and how it will affect reporting and analytics for different assets.
Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation
Q: Millwood, can you explain to us how the energy and inflation backdrop influences your view of the economy and potential Fed actions?
The macro picture is nuanced; energy prices and tariffs are affecting consumer costs and inflation dynamics, but the Fed's response will be constrained by the need to slow the economy without triggering a collapse, so policy will likely balance gradual tightening with caution, avoiding aggressive rate cuts given the lagged data and risk of fueling inflation.

Audience Metrics

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Frequently Asked Questions About Credit Exchange

What is Credit Exchange about and what kind of topics does it cover?

This show focuses on global credit markets, private credit, and macro-driven themes like AI disruption, liquidity dynamics, and cross-border opportunities. Episodes commonly feature senior investors and fund managers discussing how geopolitical and macro trends shape credit pricing, risk, and deal flow, with frequent focus on Europe, the U.S., and Asia. A standout throughline is the practical implications of AI and technology on underwriting, portfolio construction, and capital markets, often paired with real-world deal anecdotes and regulatory context. The host's business perspective and industry connections tend to attract high-caliber guests from top firms, making episodes valuable for investors, lenders, and executives evaluating privat... more

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Which podcasts are similar to Credit Exchange?

These podcasts share a similar audience with Credit Exchange:

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

How many episodes of Credit Exchange are there?

Credit Exchange launched a year ago and published 65 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 Credit Exchange?

Recent guests on Credit Exchange include:

1. Millwood Hobbs Jr.
2. Dave Neuenhaus
3. Dan Leiter
4. Juhi Dhawan
5. David Manlowe
6. David Saitowitz
7. Marc Chowrimootoo
8. John Dorfman

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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