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Credit Currents - Moody's Ratings

Giulia Calcabrini, Chandra Ghosal, Patrick Ronk
China
Emerging Markets
Argentina
South Africa
Middle East
Moody's Global Emerging Markets Event
Kenya
Egypt
Brazil
India
Mexico
Middle East and North Africa
French-Speaking West Africa
Islamic Finance
Federal Reserve
Central and Eastern Europe
GDP Growth
Frontier Markets
Turkey
Iran

Join Moody’s Ratings’ analysts every other Thursday as they break down the biggest stories in credit and why they matter.

PublishesTwice monthlyEpisodes112Founded6 years ago
Number of ListenersCategories
NewsBusinessInvestingBusiness News

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Artwork for Credit Currents

Latest Episodes

Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s ... more

Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s ... more

Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs.

Guest: Vittoria Zoli, Analyst, Credit Strategy & Gui... more

In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dra... more

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Recent Guests

Emile El Nems
Senior Credit Officer in Moody's Corporate Finance Group
Moody's Ratings
Episode: Why Netflix is Still a Winner After Bidding War with Paramount
Anoushka Shah
Vice President, Senior Credit Officer in Moody's Ratings Sovereign Risk Group
Moody's Ratings
Episode: Geopolitical risk shapes creditworthiness for host of APAC governments
Maciej Woznica
Portfolio manager at Coeli, an asset management company
Coeli
Episode: Frontier markets: higher risk, higher potential returns
Yang Liu
New York-based colleague who authored a report on emerging market corporate defaults
Moody's Ratings
Episode: Speculative-grade default rate for emerging market companies improves with macro conditions
Gong Cheng
Chief Credit Officer of Asia Pacific and head of APAC credit strategy and research team
Moody's Ratings
Episode: China’s push to shift economic growth engines faces hurdles but will benefit some EMs
Michael Gondron
Analyst in Moody's Global Sovereign Risk Group
Moody's Investors Service
Episode: A focus on West Africa, where bright spots shine through political, security and climate risks
David Rogovic
Analyst in Moody's Sovereign Risk Group
Moody's
Episode: State-contingent debt instruments gain traction in restructurings as sovereign defaults rise

Hosts

Vittoria Zoli
Host from the Emerging Markets Credit Strategy Team at Moody's Ratings. Co-host of discussions providing insights into credit trends and macroeconomic analysis in emerging economies.
Scott Phillips
Head of EM Credit Strategy at Moody's Ratings, providing critical insights into credit risk and economic conditions in emerging markets.

Reviews

5.0 out of 5 stars from 38 ratings
  • Excellent Insight

    Great podcast, great host

    Apple Podcasts
    5
    Glen Jimbo
    Canada5 years ago
  • Fantastic conversation on Emerging Markets

    This is great! I was able to get a quick concise overview of EM in this podcast. A very interesting take on names that might have problems in the coming months.

    Apple Podcasts
    5
    John Shelburne
    United States6 years ago

Listeners Say

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

Listeners appreciate the informative and expert-level insights on emerging markets.
Feedback highlights the engaging discussions and timely relevance of topics covered in episodes.
Listeners value the depth and clarity with which complex financial situations are explained.

Chart Rankings

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

Apple Podcasts
#33
South Korea/Business/Investing
Apple Podcasts
#105
South Korea/Business
Apple Podcasts
#152
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Netflix is Still a Winner After Bidding War with Paramount
Q: What role will AI play in the studios and streaming platforms, and how might it influence competition and pricing?
AI is expected to drive cost savings and enhance personalization, which could boost engagement and pricing power for streaming platforms, while studios may face copyright and governance challenges; the overall effect is a push-pull dynamic with winners likely to pay closer attention to user experience and efficiency.
Why Netflix is Still a Winner After Bidding War with Paramount
Q: Why did Netflix want to buy Warner Brothers, and why did the bid ultimately not prevail?
The host and guest discuss a combination of strategic motives, including prestige, the value of IP and franchises, and the potential for cost synergies, while acknowledging that Netflix's strength in scale and execution still makes it challenging for Paramount-Warner to catch up, prompting Netflix to exit the deal while continuing to grow.
Emerging market credit conditions will continue gradual, fragile improvement in 2025
Q: Can you talk a little bit about the potential implications and the potential uncertainties arising from changes in US tariffs and trade regimes?
Higher prices on imported goods due to tariffs could reduce demand and weaken currencies, impacting emerging markets negatively.
Emerging market credit conditions will continue gradual, fragile improvement in 2025
Q: Can you just talk a bit about what's driving that stable outlook, please?
The main drivers of this outlook are macro drivers, such as steady economic growth, continued disinflation, and monetary easing which will support credit quality.
Digging into key credit stories for emerging market sovereign investors across the globe
Q: What can we expect to have over the next few months?
The president's most important immediate goal in Argentina is to balance the fiscal accounts aiming for a zero-deficit target.

Audience Metrics

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Frequently Asked Questions About Credit Currents

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

This podcast offers insights from experts and analysts regarding macroeconomic, financial, and credit trends that are shaping emerging markets globally. The discussions cover diverse and pressing topics such as geopolitical risks, corporate credit quality, and inflation concerns, providing a nuanced perspective on how these factors impact emerging economies. Noteworthy for its focus on real-time analysis and comprehensive explorations of various geographic regions, listeners can expect to gain an understanding of both opportunities and challenges faced by these markets.

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Which podcasts are similar to Credit Currents?

These podcasts share a similar audience with Credit Currents:

1. Unhedged
2. Odd Lots
3. WSJ What’s News
4. The Journal.
5. Global News Podcast

How many episodes of Credit Currents are there?

Credit Currents launched 6 years ago and published 112 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 Credit Currents?

Recent guests on Credit Currents include:

1. Emile El Nems
2. Anoushka Shah
3. Maciej Woznica
4. Yang Liu
5. Gong Cheng
6. Michael Gondron
7. David Rogovic

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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