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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.

PublishesWeeklyEpisodes71Founded2 years ago
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Artwork for Credit Exchange

Latest Episodes

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

“We certainly have noted from an oil price or fuel price perspective, just how comfortable businesses have gotten with oil price or gas price pass-throughs,” says Aaron Kless, CEO and CIO of direct lending specialist Andalusian Credit Partners, on th... more

“Last frontiers of alpha is in the sports and entertainment-related real estate,” says Jonathan Fascitelli, founder and CEO of sport and entertainment real estate firm Seregh, on a special edition of Credit Exchange with Lisa Lee, recorded at the FII... more

“We’re clearly in late cycle, but we’re not obviously at the turning point,” says Ariadna Stefanescu, co-head of Permira Credit, in the latest edition of Credit Exchange with Lisa Lee. Permira is a global investment firm with buyout and credit busine... more

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Recent Guests

Jonathan Fascitelli
Founder and CEO of Seregh
Seregh
Episode: Seregh’s founder and CEO talks about opportunities in sports and arena real estate
Ari Stefanescu
Co-head of Global Credit at Permira
Permira Credit
Episode: Permira Credit co-head says to brace for a more complex, late-cycle environment
Gauthier Reymondier
Head of European Credit at Bain Capital Credit
Bain Capital Credit
Episode: Bain Capital’s head of European credit says private credit exists for a reason
Jeff Kivitz
Chief Investment Officer at Canyon Partners
Canyon Partners
Episode: Canyon’s CIO says more distressed opportunities await
Alex Chi
Deputy CIO of Global Credit at Carlyle (CarLy) and head of direct lending
Carlyle Group
Episode: Carlyle’s deputy CIO of credit says they are starting to see inflationary cost pressures
Marko Papic
Chief Strategist at BCA Research
BCA Research
Episode: BCA’s chief geo-macro strategist says Iran war will lead to sticky inflation
David Mahalik
Co-head of Global Investments at Barings
Barings
Episode: Barings’ co-head of global investments sees opportunity in real estate
James Reynolds
Goldman Sachs Global Co-Head of Private Credit
Goldman Sachs
Episode: Goldman’s global co-head of private credit says dispersion in performance is increasing
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

Host

Lisa Lee
Host of Credit Exchange with Lisa Lee

Reviews

4.9 out of 5 stars from 24 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.

Apple Podcasts
#128
Hong Kong/Business/Investing
Apple Podcasts
#152
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Seregh’s founder and CEO talks about opportunities in sports and arena real estate
Q: How do you approach capital structure for these projects?
We mix debt and equity in a sophisticated capital stack, use mezzanine and public-private partnerships where appropriate, and align with public entities to manage risk and maximize long-term returns across a global pipeline.
Seregh’s founder and CEO talks about opportunities in sports and arena real estate
Q: What is the core thesis behind Seregh's stadium and arena developments?
The core thesis is to turn stadiums and arenas into multi-use communities—adding residential, retail, and office components so that people come for events and stay for a living district, thereby creating ongoing demand, foot traffic, and economic activity.
Bain Capital’s head of European credit says private credit exists for a reason
Q: What are you doing in defense and how do LQs affect your risk tolerance?
Defense is treated cautiously and in line with the firm's risk framework; the emphasis is on creating a resilient European industrial base through selective investments, partnerships, and standards that align with the firm's LQ constraints, prioritizing long-term stability over opportunistic risk.
Bain Capital’s head of European credit says private credit exists for a reason
Q: So tell me, Lettuce, what is going to be the driver of growth in Europe?
The driver is not broad-based across all sectors; Europe will rely on targeted investment in utilities, infrastructure, and services, with defense and data-center related opportunities playing a bigger role, while avoiding over-leveraged exposures and focusing on cash-flow resilient businesses.
Barings’ co-head of global investments sees opportunity in real estate
Q: What is Barings' real estate play and where do you see the most compelling opportunities today?
Barings sees opportunities in real estate in the medium to long term, with Australia as a core focus and expansion into Japan; healthcare-related real estate, such as medical offices and senior housing, stands out as a compelling area given demographic trends and demand.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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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. The View From Apollo
3. FICC Focus
4. Exchanges
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Credit Exchange are there?

Credit Exchange launched 2 years ago and published 71 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. Jonathan Fascitelli
2. Ari Stefanescu
3. Gauthier Reymondier
4. Jeff Kivitz
5. Alex Chi
6. Marko Papic
7. David Mahalik
8. James Reynolds

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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