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Know More. Risk Better.

CreditSights
Private Credit
Interest Rates
Credit Markets
Liability Management Transactions
Liquidity
Leveraged Loan Market
Utilities
Commercial Real Estate
Chapter 11
Leveraged Loans
High Yield Bonds
Artificial Intelligence
Consumer Credit
Biden Administration
Federal Reserve
Private Equity
Creditsights
Life Insurance
Investment Grade Market
Covenant Review

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

PublishesTwice weeklyEpisodes100Founded6 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, host Zachary Griffiths speaks with Hunter Martin, Head of Media and Cable, and Davis Hebert, Co-Head of High Yield Research and TMT, about the evolving media landscape and M&A activity in 2026. ... more

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar speaks with Matt Woodruff about the outlook for aviation, defense, and transportation as markets face a challenging start to the year. They discuss airline demand, pricing pres... more

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Kicking off our first episode of 2026, Know More. Risk Better. explores the political and economic fallout following the capture of Venezuelan President Nicolas Maduro, examining scenarios for regime change, US intervention, and market reactions. Zac... more

YouTube

This week on "Know More. Risk Better." features host Winnie Cisar, global head of strategy at CreditSights, and Zachary Griffiths, Head of IG & Macro Strategy, as they reflect on a turbulent 2025 in US credit markets and preview the landscape for 202... more

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Recent Guests

Conor Beakey
Head of Ameripa's Country Risk at BMI
Episode: Venezuela in Turmoil: U.S. Intervention and Market Risk
Barry Eichengreen
George Party and Helen Party Chair and Distinguished Professor of Economics and Political Science at the University of California at Berkeley.
University of California at Berkeley
Episode: From Boom To Bust: Lessons From The 1920s
Peter Simon
Co-head of US Financials at CreditSights and Regional Bank Guru
CreditSights
Episode: Credit Cockroaches: Infestation or Isolation?
Meghan Neenan
Head of North America Non-Bank Financial Institutions at Fitch Reinig
Fitch Reinig
Episode: Credit Cockroaches: Infestation or Isolation?
Mary Pollock
Head of Euro Real Estate based in London
CreditSights
Episode: 25 for 25: Transforming Data into Decisions: The Art and Science of Credit Analysis
Jim Williamson
Head of European Autos at CreditSights
CreditSights
Episode: Revving Up Risk: European Autos vs. Tariffs
Cedric Chahab
Chief economist at BMI.
Episode: Transatlantic Shifts: Navigating Credit, Growth & Policy in the US and Europe
Mark Rosenberg
Founder of GeoQuant, a political risk analytics firm
GeoQuant
Episode: EM-ification of the U.S.
Mark Chapman
Senior analyst and head of Telecom and Media Sectors for Europe at CreditSights
CreditSights
Episode: Euro Telcos: Taking Stock of the Turnaround

Hosts

Winnie Cisar
Global Head of Strategy at CreditSights
Zach Griffiths
Head of US Investment Grade and Macro Strategy at CreditSights
Chris Snow
Global Head of Research at CreditSights

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Talking Points

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Venezuela in Turmoil: U.S. Intervention and Market Risk
Q: Why do you think Trump has more or less dismissed Maria Machado as a viable alternative?
Trump's perspective is that Machado doesn't control any institutions, and that pursuing this path would involve risks of getting bogged down in another conflict.
Venezuela in Turmoil: U.S. Intervention and Market Risk
Q: Are there other nations you see currently at risk of U.S. meddling?
Potential risks could involve Cuba, Nicaragua, Colombia, and Mexico, but direct interventions like in Venezuela seem less likely.
Venezuela in Turmoil: U.S. Intervention and Market Risk
Q: What do you think is the base case in terms of what happens in Venezuela from a political power perspective?
There's the potential for regime change or regime continuity with behavioral realignment, where authority is redistributed among elites accommodating Trump, possibly offering concessions without elections.
Credit Check: Lessons, Losses and Hot Takes
Q: What is the market getting completely wrong heading into 2026?
Cisar believes that the market underestimates new issue supply forecasts for investment-grade and high yield, potentially due to anticipated higher spreads and increased volatility.
Credit Check: Lessons, Losses and Hot Takes
Q: Zach, what is one trade or call that you got spectacularly wrong this year, and what did it teach you?
Zach reflected on his initially bearish view of the 10-year yield, stating that while it was correct initially, he wished he had adjusted to a more neutral stance sooner as new information came in.

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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?

Conversations focus on the intricacies of credit markets and the factors shaping them, offering insights from expert analysts at a well-known financial research firm. Topics include global economic trends, investment strategies, and in-depth analysis of credit conditions across various sectors such as automotive, real estate, and healthcare. Discussion often revolves around historical parallels to current events, particularly in times of economic uncertainty, with a distinct emphasis on understanding how market dynamics can affect investment choices and credit quality. Unique to this series, listeners gain not only topical knowledge but also historical context that informs current market behaviors, making it appealing to finance professiona... more

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1. At Any Rate
2. Exchanges
3. Making Sense
4. Thoughts on the Market
5. UBS On-Air: Market Moves

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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. Conor Beakey
2. Barry Eichengreen
3. Peter Simon
4. Meghan Neenan
5. Mary Pollock
6. Jim Williamson
7. Cedric Chahab
8. Mark Rosenberg

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