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Artwork for Credit Exchange

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
Collateralized Loan Obligations
Investment Grade Bonds
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.

PublishesWeeklyEpisodes52Foundeda year ago
Number of ListenersCategories
InvestingNewsBusiness NewsBusiness

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Artwork for Credit Exchange

Latest Episodes

“Private markets and private credit can be very, very helpful,” says Andrew Davies, in reference to the emerging dislocations he sees in financial markets, on the latest Credit Exchange podcast with Lisa Lee. Davies is the head of credit at CVC Capit... more

“You are going to hit a little bit of a wall because of power. You’re going to hit a little bit of a wall, because of the sheer capital that’s supposed to be there to finance that piece,” says Joel Holsinger, co-head of alternative credit at Ares Man... more

The investing environment has gotten hard, says Christopher Sheldon, co-head of credit and capital markets at KKR, on the latest episode of Credit Exchange with Lisa Lee. “It’s adult swim only.”

There’s a lot of uncertainty in the market, and much o... more

Europe has mostly missed the AI boom that’s driven a large part of US economic growth, says Mathew Cestar, president of Arini Capital Management, on the latest episode of Credit Exchange with Lisa Lee, taped in the London offices of the alternative a... more

Key Facts

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Number of Listeners
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Recent Guests

Matthew Cestar
President of Arini Capital
Arini Capital
Episode: Arini president Mathew Cestar says Europe’s missing AI boom provides opportunities
Mark Jenkins
Co-president and head of credit insurance at Carlyle
Carlyle
Episode: AI’s improvements to workflow will be felt in months, not years – Carlyle co-president Mark Jenkins
Mitch Garfin
Co-head of Leverage Finance at BlackRock
BlackRock
Episode: Significant downside risk for credit sectors impacted by AI – BlackRock co-head of leveraged finance Mitch Garfin
David Miller
Global Head of Private Credit and Equity at Morgan Stanley Investment Management
Morgan Stanley
Episode: We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
RJ Gallo
Deputy CIO of fixed income at Federated Hermes, a global investment firm
Federated Hermes
Episode: FOMC members may not embrace Trump’s pick for Fed chair – Federated Hermes deputy CIO of fixed income R.J. Gallo
John Lloyd
Global head of multi-sector credit at Janus Henderson.
Janus Henderson
Episode: Bullish outlook for 2026 – Janus Henderson head of multi-sector credit John Lloyd
Tom Majewski
Founder and managing partner of Eagle Point Credit Management, the world's largest investor in CLO equity.
Eagle Point Credit Management
Episode: Unpacking First Brands, rise of coercive restructurings – Eagle Point founder Tom Majewski
Cindy Beaulieu
Chief Investment Officer at Conning North America
Conning North America
Episode: We are in a ‘stretched K-shape’ economy – Conning North America CIO Cindy Beaulieu
Fabianna Del Canto
Co-head of EMEA Capital Markets at MUFG
MUFG
Episode: The AI data boom will drive activity in 2026 – MUFG co-head of EMEA capital markets Fabianna Del Canto

Host

Lisa Lee
Host of insightful discussions on credit markets, leveraging extensive experience in financial reporting and industry knowledge.

Reviews

4.9 out of 5 stars from 21 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 Kingdom8 months ago

Listeners Say

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

Feedback indicates that the discussions are relevant to current economic trends, making them valuable for finance professionals.
The quality of content and the credentials of guests are often highlighted, reflecting strong industry ties and expertise.
Listeners appreciate the insightful questions Lisa Lee poses during interviews, facilitating engaging discussions with expert guests.

Chart Rankings

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

Apple Podcasts
#57
Denmark/Business/Investing
Apple Podcasts
#142
Japan/Business/Investing
Apple Podcasts
#156
Ireland/Business/Investing
Apple Podcasts
#167
Hong Kong/Business/Investing
Apple Podcasts
#192
Denmark/Business
Apple Podcasts
#198
Israel/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

KKR’s co-head of credit says “it’s adult swim only” in markets
Q: What would that be? What else should we have been talking about on this podcast?
The rapid evolution and diversification of the private credit market beyond just direct lending.
KKR’s co-head of credit says “it’s adult swim only” in markets
Q: How do you recommend to the people who work underneath you? What's the mindset that they should take?
Focus on flexibility and adaptability while avoiding high-risk investments.
Arini president Mathew Cestar says Europe’s missing AI boom provides opportunities
Q: Does the conversation about Europe responding to a changed US political regime change your outlook?
Cestar says that GDP growth rates are lower in Europe, and highlights how European credit markets have different dynamics than the US.
Arini president Mathew Cestar says Europe’s missing AI boom provides opportunities
Q: Can you explain how you think through investing and how you respond to the geopolitical backdrop?
Cestar discusses the importance of focusing on what they know, particularly European credit amidst macroeconomic changes.
AI’s improvements to workflow will be felt in months, not years – Carlyle co-president Mark Jenkins
Q: How do you talk to them? How do you maybe console them?
Mark advises that embracing change and incorporating AI will help evolve positively, as change is inevitable.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Credit Exchange

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

The content focuses on significant trends and developments in the credit markets, often featuring expert insights from notable leaders in finance. Discussions encompass the implications of artificial intelligence on productivity and investment strategies, M&A trends, credit market stability, and macroeconomic forecasts. Notably, the exploration of a 'K-shape' economy highlights disparities in the financial wellbeing of different income groups, which presents a unique angle. Experts often provide actionable insights and predictions that are essential for professionals engaged in finance and investment, making this a valuable resource for relevant audiences seeking to stay informed about the complexities of the evolving financial landscape.

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Which podcasts are similar to Credit Exchange?

These podcasts share a similar audience with Credit Exchange:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Memo by Howard Marks
3. Exchanges
4. Masters in Business
5. Odd Lots

How many episodes of Credit Exchange are there?

Credit Exchange launched a year ago and published 52 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. Matthew Cestar
2. Mark Jenkins
3. Mitch Garfin
4. David Miller
5. RJ Gallo
6. John Lloyd
7. Tom Majewski
8. Cindy Beaulieu

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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