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Artwork for Moody’s Talks – Behind the Bonds

Moody’s Talks – Behind the Bonds

Moody's Investors Service
China
Artificial Intelligence
US Tariffs
Aerospace Industry
Defense Sector
Private Credit
Global Supply Chains
Data Centers
Geopolitical Tensions
Consumer Behavior
Boeing
Airbus
Competitive Market Dynamics
Green Transition
Moody's Ratings
Pharmaceuticals
Automotive Industry
Canada
USMCA
Mexico

On Moody’s Talks - Behind the Bonds, hosts Tania Hall and Jeff Pruzan join analysts from Moody’s corporate finance group worldwide to discuss the market forces shaping credit across industries - from airlines to telecoms and everything in between. These forces include the uneven recovery from the coronavirus pandemic, digital transformation, cyber risk, climate-change imperatives and much more. Pl... more

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Artwork for Moody’s Talks – Behind the Bonds

Latest Episodes

Our view of credit fundamentals – a mix of financial and business conditions – has turned increasingly negative across sectors. We examine why industries like airlines and retail are under strain, while others like aerospace and defense are staying a... more

Increasing use of artificial intelligence (AI) is spurring massive investment in data centers, which could top $2 trillion in the next four years. But huge energy requirements and uncertainties over future computing needs may pose long-term credit ri... more

From Tesla to Netflix, innovative technologies and market-disrupting products are still grabbing the attention of consumers and investors. In a rapidly changing market environment, we look at how to identify true disrupters at an early stage and how ... more

US tariffs threaten a potential global trade war. Recent weeks have seen frequent shifts in US policy on tariffs as well as the announcement of counter moves from trade partners. What are the likely consequences for credit across different sectors of... more

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Recent Guests

Peter Abdil
Managing Director in Moody's Ratings corporate finance group
Moody's
Episode: How ‘Disrupters’ Transform Credit Quality and Sectors
Livia Yap
Segment host discussing GLP-1 drugs and AI disruptions
Moody's
Episode: How ‘Disrupters’ Transform Credit Quality and Sectors
Sean Chung
Senior analyst based in Asia
Moody's
Episode: How ‘Disrupters’ Transform Credit Quality and Sectors
Paloma Sanvalentine
Managing Director for North America Corporate Finance at Moody's Ratings
Moody's
Episode: Corporate outlooks for 2025 are now all stable as economic picture normalises
Janine Arnold
Oversees the EMEA Leveraged Finance Franchise and coordinates global leveraged finance coverage
Moody's
Episode: Corporate outlooks for 2025 are now all stable as economic picture normalises
Vincent Gustave
Senior member of the digital finance and AI analytics team at Moody's
Moody's
Episode: Massive AI investment contributes to positive global IT sector outlook
Raj Joshi
Senior Vice President at Moody's and expert on IT business dynamics
Moody's
Episode: Massive AI investment contributes to positive global IT sector outlook
Michael Levesque
Senior Vice President in Moody's healthcare team
Moody's
Episode: Rapid growth of weight-loss drugs will influence multiple sectors in coming years
Linda Montag
Senior Vice President with the Consumer Products Team
Moody's
Episode: Rapid growth of weight-loss drugs will influence multiple sectors in coming years

Hosts

Tania Hall
Host of Behind the Bonds, she brings insights from the Moody's corporate finance group and engages in discussions on market forces shaping credit.
Jeff Pruzan
Co-host of Moody's Talks – Behind the Bonds, with a focus on credit quality and industry outlooks.

Reviews

4.9 out of 5 stars from 15 ratings
  • So so

    It’s a bit overly scripted, would benefit from more impromptu banter

    Apple Podcasts
    3
    Shaunshaunshahnnn
    United Kingdom3 years ago

Listeners Say

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

Listeners appreciate the depth of analysis provided by industry experts.
Some find the presentation a bit scripted and would prefer more informal engagement between hosts.

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Talking Points

Recent interactions between the hosts and their guests.

How Data Centers Are Defying Growth Risks
Q: How will tariff trade tensions affect data center projects?
Existing construction plans are not significantly affected, but trade tensions may influence future costs and timelines for new projects.
How Data Centers Are Defying Growth Risks
Q: What about the data center developers? How do they protect themselves from overbuild or technology risks?
They utilize pre-leasing commitments from credit-worthy customers and form joint ventures to mitigate upfront capital risks, adapting technology to suit AI workloads.
How Data Centers Are Defying Growth Risks
Q: How will utilities provide all this power to these data centers?
Utilities are trying to incorporate new data center demand into their forecasts and streamline decision-making processes to build more efficiently.
Green transition spurs M&A in mining sector, while competition increases deal prospects among US telecoms
Q: What's behind the intensifying competition and potential consolidation among telecom and cable companies in the US?
Major telecoms and cable companies are converging on similar products and face pressure to enhance their offerings and customer retention amidst saturated markets.
Green transition spurs M&A in mining sector, while competition increases deal prospects among US telecoms
Q: What are the implications of rising M&A activity for credit quality?
So far, M&A has focused on equity-funded deals that have not harmed credit quality significantly, but there are concerns over aggressive transactions affecting medium-sized companies.

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Frequently Asked Questions About Moody’s Talks – Behind the Bonds

What is Moody’s Talks – Behind the Bonds about and what kind of topics does it cover?

The content revolves around the complex dynamics of credit quality and market forces affecting various industries, such as airlines, telecoms, and more. Each episode typically features insights from analysts at Moody's corporate finance division, focusing on relevant themes including economic recoveries post-pandemic, digital shifts, cyber risks, and climate-related challenges. The discussions are characterized by a mix of expert analysis and practical insights that connect broader economic conditions with corporate credit trends, providing listeners with a comprehensive view of the factors that influence credit quality across sectors.

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Which podcasts are similar to Moody’s Talks – Behind the Bonds?

These podcasts share a similar audience with Moody’s Talks – Behind the Bonds:

1. The Credit Edge by Bloomberg Intelligence
2. Moody's Talks - Inside Economics
3. Odd Lots
4. The Markets
5. Masters in Business

How many episodes of Moody’s Talks – Behind the Bonds are there?

Moody’s Talks – Behind the Bonds launched 4 years ago and published 46 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 Moody’s Talks – Behind the Bonds?

Recent guests on Moody’s Talks – Behind the Bonds include:

1. Peter Abdil
2. Livia Yap
3. Sean Chung
4. Paloma Sanvalentine
5. Janine Arnold
6. Vincent Gustave
7. Raj Joshi
8. Michael Levesque

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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