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Know More. Risk Better.

CreditSights
Credit Markets
Tariffs
Federal Reserve
Interest Rates
Private Credit
Inflation
Creditsights
Artificial Intelligence
U.S. Economy
European Auto Sector
Recession
Consumer Spending
Credit Market
Data Centers
Consumer Credit
Global Economic Policy
Emerging Markets
Leveraged Loans
Market Volatility
Liability Management Transactions

Deep dives on what’s shaping the credit markets, brought to you by the expert analysts at CreditSights.

PublishesWeeklyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Know More. Risk Better.

Latest Episodes

In this episode of the Know More. Risk Better. podcast, the conversation explores how disruption in the Strait of Hormuz is reshaping global trade flows, oil markets, and supply chain resilience, and how these dynamics are influencing market outcomes... more

In this episode of the Know More. Risk Better. podcast, the conversation explores the growth, structure, and investment appeal of corporate hybrids, and how evolving market dynamics are shaping their role in issuer capital structures. Logan Miller is... more

In this episode of the Know More. Risk Better. podcast, the conversation explores how shifting energy markets, geopolitical developments, and evolving policy dynamics are shaping the outlook for US power and clean energy. Zachary Griffiths is joined ... more

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In this episode of the Know More. Risk Better. podcast, host Zachary Griffiths speaks with Matt Woodruff, Head of Aerospace & Defense and Transports, about the evolving dynamics of the U.S. airline industry and the factors reshaping profitability in ... more

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Recent Guests

Andrew Moulder
European Utilities Analyst, in-house expert on corporate hybrids
CreditSights
Episode: The Ins and Outs of European Hybrids
Matt Woodruff
Head of Aerospace and Transports at CreditSights
CreditSights
Episode: Clearing the Runway: Spirit’s Exit and Fuel Shock
Anwita Basu
Head of country risk for Europe at BMI, sister company within Fitch Solutions
BMI (Fitch Solutions)
Episode: Europe Macro: Digesting Higher Rates & Energy Prices
Simon Adamson
Head of European Banks at CreditSights
CreditSights
Episode: Banks, Private Credit and the Myth of a 2008 Replay
Zachary Griffiths
Head of US Investment Grade and Macro Strategy
CreditSights
Episode: Private Credit Reset: BDCs, Defaults and AI Fears
Ian Feng
Senior Covenant Analyst at Covenant Review
Covenant Review (Fitch Solutions via CreditSights)
Episode: Hot Topics in Bankruptcy in 1Q26
Raff Ferraioli
Partner at Morrison & Foerster
Morrison & Foerster
Episode: Hot Topics in Bankruptcy in 1Q26
Marc Heimowitz
Founder and Managing Member of CODA Advisory Group; Founder of Creditor Rights Coalition
CODA Advisory Group / Creditor Rights Coalition
Episode: Hot Topics in Bankruptcy in 1Q26
Laura Ullrich
Director of Economic Research in North America at the Indeed Hiring Lab
Indeed Hiring Lab
Episode: Laura Ullrich On Labor Market Imbalance and AI's Impact

Hosts

Zach Griffiths
Host of Know More Risk Better
Winnie Cisar
Global Head of Strategy at CreditSights; Host of Know More. Risk Better.

Chart Rankings

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

Apple Podcasts
#18
Philippines/Business/Investing
Apple Podcasts
#112
Philippines/Business

Talking Points

Recent interactions between the hosts and their guests.

The Ins and Outs of European Hybrids
Q: What are the main structural risks that investors face with hybrids?
Key risks include extension risk if issuers delay calling, pricing impacts on refinancing, and the importance of understanding the documentation, including whether equity credit can be maintained and how tax treatment affects the issuer's costs.
The Ins and Outs of European Hybrids
Q: Why are hybrids attractive to investors compared with traditional fixed-rate bonds?
Investors are drawn by the higher yield and the potential for a better carry, especially when the hybrids are issued by high-quality, investment-grade issuers and priced within a supportive market, even when the underlying senior debt is tight.
Clearing the Runway: Spirit’s Exit and Fuel Shock
Q: So how much did rising fuel costs play a role in Spirit ceasing operations, and how concerned should we be about fuel for the broader industry?
Fuel costs surged roughly 100% year over year, representing about 20% of revenue; to break even under the higher fuel price regime, airlines would need to raise fares by roughly 20%, and while Spirit's collapse was partly driven by its business model, the fuel shock adds systemic risk and will pressure pricing and liquidity across the sector.
Leveraged Loans in Flux: Volatility, AI and Market Shifts
Q: What could unlock the M&A pipeline, given the Iran situation and software concerns?
A clearer geopolitical path (easing tensions around Iran) and a decline in macro and rate volatility would help unlock M&A pipeline, alongside attractive terms and stable funding conditions that encourage sponsors to monetize or refinance deals without compromising leverage constraints.
Leveraged Loans in Flux: Volatility, AI and Market Shifts
Q: Can you walk us through how the loan market has reacted so far to volatility and whether sentiment shifted quickly?
The loan market started the year strong but quickly shifted as volatility rose, with issuance slowing in February and a rapid sentiment turn as AI concerns and geopolitical risks grew, though some pockets of activity, especially data-center and AI-related deals, showed resilience and opportunistic repricing.

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Frequently Asked Questions About Know More. Risk Better.

What is Know More. Risk Better. about and what kind of topics does it cover?

This program consistently covers credit markets with a heavy emphasis on private credit, leveraged finance, and the systemic risks and opportunities shaping corporate debt. Episodes frequently analyze sector-specific dynamics—airlines, chemicals, and banks—along with macro themes like rate trajectories, AI-driven productivity, and geopolitical risk. The show stands out for its practitioner-led, data-informed discussions, often featuring senior CreditSights analysts, lawyers, and regulators who translate complex financing structures (LMEs, BDCs, covenants) into actionable takeaways for investors, lenders, and risk managers. Listeners can expect timely, scenario-driven conversations on liquidity, capital structure, and regulatory shifts, with... more

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Which podcasts are similar to Know More. Risk Better.?

These podcasts share a similar audience with Know More. Risk Better.:

1. The Credit Edge by Bloomberg Intelligence
2. FICC Focus
3. The View From Apollo
4. At Any Rate
5. Exchanges

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Know More. Risk Better. launched 6 years ago and published 100 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 Know More. Risk Better.?

Recent guests on Know More. Risk Better. include:

1. Andrew Moulder
2. Matt Woodruff
3. Anwita Basu
4. Simon Adamson
5. Zachary Griffiths
6. Ian Feng
7. Raff Ferraioli
8. Marc Heimowitz

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