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Credit Exchange with Lisa Lee

ION Group
Private Credit
Credit Markets
Ares
Asset-Based Finance
Investment-Grade Private Credit
M&A Markets
European Direct Lending
M&A Activity
Europe
Geopolitical Risks
Covid-19
Tariffs
Private Credit Markets
Retail Investors
Geopolitical Concerns
Investment Grade Bonds
Collateralized Loan Obligations
Mergers and Acquisitions
Federal Reserve
Tariff Wars

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.

PublishesWeeklyEpisodes32Founded8 months ago
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BusinessInvestingNewsBusiness News

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Latest Episodes

“Existing investors are probably too long the dollar. They enjoy a very good ride. Valuations are expensive. It makes sense to take profit,” says Grégoire Pesques, CIO, global fixed income at Europe’s largest asset manager Amundi, in the latest Credi... more

“Long-term, I think the game is over from a buyout perspective. I think private capital has won that game,” says Randy Schwimmer, vice-chairman and chief investment strategist at Churchill Asset Management, a leading middle market financing and inves... more

“One interesting canary in the coal mine that has not been materially recognised, is the health of the consumer,” says Dan Zwirn, CEO, CIO and co-founder of Arena Investors, on the latest episode of Credit Exchange with Lisa Lee.

Zwirn has observed ... more

“Volatility is now certain. Before, we feared chaos because no-one knew what was coming. Now, it’s priced in” – Alan Schrager, senior partner at Oak Hill Advisors, in the latest episode of Credit Exchange with Lisa Lee.

Focus on Treasury markets, ad... more

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Recent Guests

Randy Schwimmer
Vice Chairman and Chief Investment Strategist at Churchill Asset Management
Churchill Asset Management
Episode: Private credit has won the buyout financing game – Churchill’s Randy Schwimmer
Dan Zwirn
CEO, CIO, and co-founder of Arena Investors
Arena Investors
Episode: The health of the consumer is a canary in the coal mine – Arena’s Dan Zwirn
Alan Schrager
Senior partner at Oak Hill Advisors, an alternative investment firm
Oak Hill Advisors
Episode: Market volatility is now a certainty – Oak Hill Advisors’ Alan Schrager
Brad Rogoff
Global Head of Research at Barclays
Barclays
Episode: Macro picture is the biggest risk for credit – Barclays’ Brad Rogoff
Michael Buchanan
Chief Investment Officer at Western Asset, a fixed income specialist with nearly $250 billion in assets under management.
Western Asset
Episode: Seeing green shoots in commercial real estate – Western Asset’s Michael Buchanan
Lauren Basmadjian
Head of Liquid Credit at Carlyle
Carlyle
Episode: We are seeing a slowdown in sales and earnings growth – Carlyle’s Lauren Basmadjian
Amanda Lynam
Head of macro credit research at BlackRock and member of the board of BlackRock's private debt executive committee.
BlackRock
Episode: Not shying away from credit risk is the right call – BlackRock’s Amanda Lynam
Wayne Dahl
Co-Portfolio Manager of Oaktree's Global Credit Strategies
Oaktree Capital Management
Episode: Investors still pivoting to fixed income – Oaktree’s Wayne Dahl
Matt Eagan
Head of the full discretion team at Loomis Sayles
Loomis Sayles
Episode: We have traded private credit loans and others will follow – Loomis Sayles’ Matt Eagan

Host

Lisa Lee
Host with extensive experience in financial reporting and a keen ability to discuss trends in global credit markets with leading industry figures.

Reviews

5.0 out of 5 stars from 19 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 Kingdom3 months ago

Listeners Say

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

Listeners appreciate the quality of questions posed by the host, highlighting her capability to engage high-level guests and stimulating discussions that provide deep insights into credit and investment landscapes.

Chart Rankings

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

Apple Podcasts
#203
Russia/Business/Investing
Apple Podcasts
#210
Singapore/Business/Investing
Apple Podcasts
#248
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Private credit has won the buyout financing game – Churchill’s Randy Schwimmer
Q: Can you elaborate on the dynamics of the private credit market and its current state?
The private credit market appears crowded but there are fewer players focusing on traditional middle market segments; most have moved upmarket, creating opportunities for those targeting middle market companies.
Private credit has won the buyout financing game – Churchill’s Randy Schwimmer
Q: How do you see the impact of the new rate environment on private equity and leveraged buyouts?
Lower financing costs will positively affect M&A activity as private equity firms can make better investment calculations based on decreased expected financing costs.
Macro picture is the biggest risk for credit – Barclays’ Brad Rogoff
Q: Is there room for margin pressure potentially here?
Yes, there could be margin pressure, but companies may use AI to offset that by improving revenue efficiencies and targeting pricing better.
Macro picture is the biggest risk for credit – Barclays’ Brad Rogoff
Q: What do you warn them about?
Right now, most risks are macro, with concerns around unpredictability of policy, inflation, and the implications on corporate performance, especially regarding currency fluctuations and credit conditions.
Macro picture is the biggest risk for credit – Barclays’ Brad Rogoff
Q: How does AI factor into all this?
Currently, AI doesn't factor into job expectations as the focus is mainly on labor force numbers; however, AI's impact could play a significant role in the broader economic landscape in the future.

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?

The content offers an in-depth exploration of the dynamics within global credit markets, focusing on trends and insights from industry leaders. Episodes feature a range of topics, including private credit, economic fluctuations, investment strategies, and the implications of macroeconomic factors on market stability. The discussions often reflect on challenges such as market volatility and economic uncertainties while emphasizing the resilience of the credit sector, particularly during turbulent times. Listeners can expect expert interviews that provide valuable perspectives from seasoned practitioners in finance, making it an informative resource for professionals seeking to navigate complex financial environments.

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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. The Memo by Howard Marks
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Credit Exchange are there?

Credit Exchange launched 8 months ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Credit Exchange?

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What guests have appeared on Credit Exchange?

Recent guests on Credit Exchange include:

1. Randy Schwimmer
2. Dan Zwirn
3. Alan Schrager
4. Brad Rogoff
5. Michael Buchanan
6. Lauren Basmadjian
7. Amanda Lynam
8. Wayne Dahl

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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