The Credit Edge by Bloomberg Intelligence

Bloomberg

Credit Markets

Private Credit

Inflation

Interest Rates

Commercial Real Estate

US Economy

High Yield Bonds

Clos

Private Equity

Federal Reserve

Europe

Geopolitical Risks

High-Yield Bonds

Artificial Intelligence

Tariffs

Corporate Credit

Consumer Spending

Private Debt

Banking Sector

Healthcare Sector

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

107 ratings

Publishes	Twice weekly	Episodes	176	Founded	3 years ago
Number of Listeners		Categories	NewsBusinessInvestingBusiness News

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Guests Host Reviews Charts Talking Points

Latest Episodes

Veteran ABS Investor Sees ‘Max Uncertainty With Max Complacency’

Bad software loans will cause credit-market trouble that recalls aspects of the global financial crisis, according to American Century Investments. “We call it max uncertainty with max complacency,” says Paul Norris, referring to tight credit spreads... more

Yesterday • 54 min

Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

Blue-chip companies, including hyperscalers, may be jeopardizing their credit ratings by piling on debt, according to Principal Asset Management. “We have seen some downgrades, and I would expect that that would continue as borrowing ramps up,” Mike ... more

21 May 2026 • 42 min

Private Credit Has a Weak Underwriting Discipline Problem

Loose underwriting standards are increasingly troubling for private credit market participants, according to Bloomberg Intelligence. “This concern has been growing for a period of time,” David Havens, BI’s senior analyst for private credit, tells Blo... more

19 May 2026 • 30 min

JPMorgan Is Wary of Another Big Leap in AI-Related Spending

JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025 to 2026, I think that’s proba... more

14 May 2026 • 50 min

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Recent Guests

Mike Goosay

Global Head of Fixed Income

Principal Asset Management

Episode: Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

Stephanie Doyle

Portfolio manager for investment grade corporate strategies at JPMorgan Asset Management

JPMorgan Asset Management

Episode: JPMorgan Is Wary of Another Big Leap in AI-Related Spending

Greg Ciesielski

Managing Director and Head of HarbourVest's Credit Secondary Teams

HarbourVest

Episode: HarbourVest Expects Private Credit Secondaries Volume to Double

Mickey Bhatia

Head of Spread Products at Citi

Citi

Episode: Citi Warns of Private Debt Risk as ‘Tourists’ Are Forced to Sell

Trey Parker

CIO and co-founder at Sycamore Tree Capital Partners

Sycamore Tree Capital Partners

Episode: Sycamore Tree Tips Chemicals in Iran Jam

Suzy Gibbons

partner and head of research at Davidson Kempner

Davidson Kempner

Episode: Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity

Alex Mackey

Co-Chief Investment Officer of Fixed Income, MFS Investment Management

MFS Investment Management

Episode: BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

Matt Harvey

Global head of middle market direct lending, PGIM Private Capital

PGIM Private Capital

Episode: PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm

Ian Jackson

Head of Strategic Opportunities at Permira

Permira

Episode: European PE Giant Permira Looks to Buy Beaten Up Software Loans

Host

James Crombie

Host of The Credit Edge with Bloomberg Intelligence; senior Bloomberg editor/analyst in credit and markets.

Reviews

4.8 out of 5 stars from 107 ratings

Quality insights for Quality guest
The consistency of the insights provided by guests and Bloomberg team provide me with a balanced perspective of credit developments across globe. Keep doing a great job and thanks for being part of weekly routine!
The insights on private credit markets are uniquely insightful!
Apple Podcasts
5
Andybee109
Australia10 months ago
I am glad I don’t live here
Otherwise great 👍
Apple Podcasts
5
Qrrvjkgxhjlkvg
United Statesa year ago
Bloomberg Nuggets
Phenomenal segment focusing on a very specific set of topics related to the credit market.
Apple Podcasts
5
THAAD07
United States2 years ago
Fantastic Insights on Fixed Income Markets
I signed up immediately. What a great combination of news and research hosted by independent thought leaders of Bloomberg.
Apple Podcasts
5
P&ssd off
United States3 years ago

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Listeners Say

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

Content is focused and valuable for professionals; some episodes feel highly specialized but informative.

The insights are consistently high-quality and data-driven, with practical implications for credit strategies.

The mix of macro context and technical credit detail makes it a go-to for listeners in finance.

Shows strong expert guests and a clear focus on private credit and AI impacts.

Chart Rankings

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

Apple Podcasts	#44	United States/News/Business News
Apple Podcasts	#93	Canada/News/Business News
Apple Podcasts	#96	United Kingdom/News/Business News
Apple Podcasts	#43	Australia/News/Business News
Apple Podcasts	#50	France/News/Business News
Apple Podcasts	#99	Italy/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

Q: How do you view private credit in relation to public markets, and is there a risk that liquidity constraints could chill a broader market rally?

Private credit offers higher spreads but comes with liquidity and governance considerations; principal maintains a public-market focus while exploring private opportunities, balancing liquidity with potential incremental returns.

Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

Q: What is the main driver behind the current surge in investment-grade issuance, and does this risk crowding out higher-quality borrowers?

Issuance is robust, driven by favorable borrowing costs and demand from both domestic and international buyers; the concern is whether widespread debt accumulation could weigh on fundamentals if not matched by earnings growth, but selective high-quality issuers remain attractive.

Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

Q: Do you think the Fed is comfortable holding rates given inflation dynamics and political leadership changes?

The guest suggests the Fed may move toward neutral policy if the conflict resolves and labor markets stabilize, implying rate cuts could come later in the year, but policy will depend on the inflation trajectory and labor data.

Citi Warns of Private Debt Risk as ‘Tourists’ Are Forced to Sell

Q: What are your clients really worried about right now, given the global tensions and market conditions?

Clients are focused on geopolitical risk, potential energy shocks, and how those factors could affect liquidity and financing. They see strong fundamentals but remain vigilant about private credit, the AI disruption, and how war outcomes might influence issuance and pricing. They also discuss the resilience of banks versus non-banks and the continued growth of primary market activity.

BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

Q: How is AI disruption influencing your risk assessment and portfolio construction in credit markets?

AI creates both opportunities and risks: it drives growth in certain sectors and financing needs, but also introduces disintermediation and speculative risk. We're leveraging a multidisciplinary research team to assess which issuers and structures can withstand AI-driven disruption, focusing on cash-flow resilience, security structures, and diversification to manage idiosyncratic risk while seeking selective opportunities in data centers and AI-enabled trends.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This program spotlights credit markets, with a focus on private credit, leveraged loans, structured credit, and the impact of macro shocks and AI on debt instruments. Episodes blend market color, strategy discussions, and risk management insights from leading practitioners, including asset managers, banks, and hedge funds. A standout trait is the heavy reliance on Bloomberg Intelligence data and industry insiders to illuminate opportunities and risks across corporate credit, private markets, and finance technology. Listeners likely include institutional investors and finance professionals seeking tactical portfolio ideas, sector context, and practical guidance for navigating a complex, rate-driven credit cycle.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. FICC Focus
2. The View From Apollo
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Memo by Howard Marks
5. Odd Lots

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 176 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 this podcast?

Recent guests on this podcast include:

1. Mike Goosay
2. Stephanie Doyle
3. Greg Ciesielski
4. Mickey Bhatia
5. Trey Parker
6. Suzy Gibbons
7. Alex Mackey
8. Matt Harvey

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