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Streaming Income - A Podcast from Barings

Barings
Interest Rates
High-Yield Bonds
US Residential Real Estate
Commercial Real Estate
Barings
Private Credit
Insurance
Inflation
Affordable Housing
Martello Re
Leveraged Loans
Distressed Debt
High Yield
Construction Lending
US Real Estate Debt
European Real Estate
Gen Z
Millennials
Investment Strategies
Consumer Spending

From high yield and private credit, to real estate and emerging markets, Streaming Income takes you beyond the headlines—providing insight into less efficient markets through conversations with the experts investing in them every day.

PublishesMonthlyEpisodes97Founded7 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for Streaming Income

Latest Episodes

Barings' Joe Mazzoli sheds light on the factors currently shaping the landscape for business development companies (BDCs) - from the interest rates to credit dynamics - and what may lie ahead for investors in the space.

Episode Segments:

(03:24) - ... more

YouTube

Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt.

Episode Segments:

(02:11) – Background on Orhan & the infra debt team at Barings more

YouTube

Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicat... more

YouTube

Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.

Episode Segm... more

YouTube

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Recent Guests

Joe Mazzoli
Head of Investor Relations and Client Development at Barings BDC
Barings
Episode: The Current State of Play in BDCs
Scott Roth
Head of Global High Yield at Barings
Barings
Episode: High Yield: Tariffs, Tensions & Tactical Shifts
Yulia Alekseeva
Head of Consumer ABS at Barings
Barings
Episode: Demystifying Asset-Backed Finance
Adrienne Butler
Head of Global CLOs at Barings
Barings
Episode: CLOs: Past, Present & Future
Dadong Yan
Head of Portfolio Finance at Barings
Barings
Episode: Portfolio Finance: Private Markets’ Next Great Asset Class?
Mina Pacheco Nazemi
Head of the Diversified Alternative Equity team at Barings
Barings
Episode: Private Infrastructure Equity: The Overlooked Middle Market
Mike Searles
Head of North America for Barings Capital Solutions.
Barings
Episode: Demystifying Capital Solutions Strategies
Kelly Burton
High-Yield Portfolio Manager at Barings
Barings
Episode: High Yield Bonds: Assessing the Landscape Today
Maureen Joyce
Head of US Equity Real Estate at Barings
Barings
Episode: The Multi-Decade Opportunity in U.S. Residential Real Estate

Host

Greg Campion
Host of Streaming Income, focusing on discussions around investment strategies in less efficient markets, bringing expert insights for investors.

Reviews

4.9 out of 5 stars from 84 ratings
  • Brilliant

    Content from Greg

    Apple Podcasts
    5
    RunnerA1978
    United Kingdom3 years ago
  • Awesome Podcast!

    Great thoughts!Awesome Guest and Host! There's a lot of insights to learn and wisdom to earn. Worth listening to.

    Apple Podcasts
    5
    MargieTiempo
    Philippines4 years ago
  • Insightful

    Great job! Keep it up!

    Apple Podcasts
    5
    kamarkian
    United States5 years ago
  • The Professor

    The insights here are phenomenal! Well thought out approach around the explanation of the landscape that exists and how to navigate it. Hope to see more of the same in future.

    Apple Podcasts
    5
    Ken Burns 53
    United States7 years ago

Listeners Say

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

Many highlight the expertise of the hosts and guests, appreciating the depth of knowledge shared.
Listeners praise the insightful conversations that go beyond typical investment advice.
The content is frequently regarded as essential for those looking to understand complex financial markets.

Chart Rankings

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

Apple Podcasts
#106
Finland/Business/Investing
Apple Podcasts
#170
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

High Yield: Tariffs, Tensions & Tactical Shifts
Q: How do you suggest managing long-term exposure to high yield assets?
A strategic allocation to high yield bonds or loans is advised, emphasizing the importance of capturing higher levels of contractual income alongside opportunities for significant total return without equity-like volatility.
High Yield: Tariffs, Tensions & Tactical Shifts
Q: What are your views on the fundamental picture of the economy?
Corporate fundamentals are stable to improving overall, with sector dispersion observed, particularly in interest rate sensitive areas, while technology and certain consumer sectors show robust recovery.
CLOs: Past, Present & Future
Q: Can you just explain the distinction between managing a CLO versus kind of investing in third-party CLO tranches?
Barings manages a $50 billion CLO portfolio, which includes both managing a diversified pool of loans and investing in other third-party managers' CLO tranches.
CLOs: Past, Present & Future
Q: What was it like during the global financial crisis for CLOs and for you?
It was a shock to the system. We managed through a diversified pool and had to explain to investors how we were trading out of some assets during the crisis.
CLOs: Past, Present & Future
Q: Tell me a little bit about what was the opportunity there? What did you see there that was interesting to kind of dive in and develop this asset class?
Most of us who found ourselves in the CLO market had roots in bank lending and were fortunate enough to find players who wanted to grow in this space.

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 Streaming Income

What is Streaming Income about and what kind of topics does it cover?

The content focuses on investment strategies in niche markets, particularly high yield and private credit, as well as real estate and emerging markets. Conversations often feature insights from industry experts who share their perspectives on evolving market dynamics, risks, and opportunities. The discussions cover a wide range of topics, including the implications of geopolitical events on investment trends, asset-backed finance, collateralized loan obligations, and the nuances of portfolio finance. The approach to the discussions aims to provide valuable information tailored to investors looking for stability and growth opportunities in less conventional sectors. Noteworthy is the podcast's emphasis on bridging traditional investment para... more

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Which podcasts are similar to Streaming Income?

These podcasts share a similar audience with Streaming Income:

1. The View From Apollo
2. The Credit Edge by Bloomberg Intelligence
3. FICC Focus
4. Capital Allocators – Inside the Institutional Investment Industry
5. Making Sense

How many episodes of Streaming Income are there?

Streaming Income launched 7 years ago and published 97 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 Streaming Income?

Recent guests on Streaming Income include:

1. Joe Mazzoli
2. Scott Roth
3. Yulia Alekseeva
4. Adrienne Butler
5. Dadong Yan
6. Mina Pacheco Nazemi
7. Mike Searles
8. Kelly Burton

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