
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.
| Publishes | Weekly | Episodes | 74 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||

“Whenever you have noise, that leads to more selling volume in our market – so volatility for us as secondary investors is a very good thing,” says Michael Schad, head of credit at Coller Capital, a secondaries specialist with $55 billion in AUM, on ... more
“It’s just like nothing we’ve ever seen before,” says Bryan Whalen, CIO of fixed income at $200 billion global asset manager TCW, in reference to AI’s capital spend, equity prices and momentum on the latest edition of Credit Exchange with Lisa Lee. “... more
“One of the predictions I would make is that the private equity industry is in a tectonic, Darwinian moment itself,” says David Golub, co-CEO of Golub Capital, a direct lending specialist with more than $90 billion in AUM.
Speaking on the latest epi... more
Lotfi Karoui, multi-asset credit strategist at fixed-income behemoth PIMCO, says the top risk to markets and the economy is the potential unwinding of the AI capex cycle, on the latest episode of Credit Exchange with Lisa Lee.
“Then you’re going to ... more
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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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #203 |
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This show consistently cranes its focus toward private credit, alternative assets, and global macro dynamics shaping debt markets. Episodes frequently explore how AI, inflation, and liquidity cycles affect underwriting, deal flow, and capital structures, with guests ranging from private equity-backed lenders to large-cap asset managers. A recurring strength is drawing practical takeaways for institutional investors and lenders, including portfolio positioning in stressed periods, the evolving role of private vs. public credit, and cross-asset implications in Europe, Asia, and the U.S. The format tends to feature candid conversations that connect market structure, sector-specific opportunities (real estate, infrastructure, sports venues), an... more
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Credit Exchange launched 2 years ago and published 74 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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Recent guests on Credit Exchange include:
1. David Golub
2. Lotfi Karoui
3. Aaron Kless
4. Jonathan Fascitelli
5. Ari Stefanescu
6. Gauthier Reymondier
7. Jeff Kivitz
8. Alex Chi
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.