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The GlobalCapital Podcast

GlobalCapital
Emerging Markets
Covered Bonds
Slovenia
Samurai Bonds
Market Volatility
UK Banking Compensation
Jetblue Convertible Bonds
Syndicate Banking
Thames Water
Circular Economy
Ukraine
Bonus Cap
Corporate Debt
Corporate Bonds
Covered Bond Market
Turkey
ESG Finance
CLO Market
Digital Bonds
Goldman Sachs

A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world. Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets.This podcast is for anyone working in - or who w... more

PublishesWeeklyEpisodes236Founded5 years ago
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◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds 

◆ Why issuing in dollars has become so dicey for supranationals and agencies 

◆ Europe's advantage in the private credit metldown

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◆ Hyperscaler sets new standard for European corporate bond market 

◆ What it will it take to get a bank to issue in euros again 

◆ Iran war could reshape ultra-competitive Gulf capital markets

For bond issuers to keep away from the p... more

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◆ How banks and bankers are operating in the region under threat of military escaltion 

◆ Bond issuance to resume — but how? 

◆ Dwindling fee pool poses questions over long-term future for banks

The Middle East bond market as been one... more

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◆ UAE issuers leave emerging markets lable behind 

◆ What Blue Owl can teach about private credit for the masses 

◆ A bump in the road for UK bridging lenders on the way to securitization

Abu Dhabi was in the bond market this week jus... more

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Recent Guests

Arthur Belzer
Equities and People and Markets Reporter
GlobalCapital
Episode: The dollar dilemma for public sector bond issuers
Dan Burke
Global Head of Emerging Markets at MarketAxess
MarketAxess
Episode: New tricks for old dogs and 'fishing with dynamite'
Darren Stipe
Head of Funding at the Asian Infrastructure Investment Bank
Asian Infrastructure Investment Bank
Episode: A tale of two capital markets
Simon Blundell
Head of European Fundamental Fixed Income at BlackRock
BlackRock
Episode: BlackRock on bonds: ride the tightening
Florian Eichert
Head of Covered Bond and SSA Research at Crédit Agricole
Crédit Agricole
Episode: Seville lore: bond market debates regs and reciprocity
Addison Gong
SSA's editor
Global Capital
Episode: Raving headlines, roaring markets
Jonathan Manning
Senior Portfolio Manager in Credit at Amundi
Amundi
Episode: Europe's largest asset manager on credit markets
John Hay
Corporate Finance Markets and Sustainability Editor
GlobalCapital
Episode: Development finance reacts to US MDB reform aims as EU looks to cut red tape
Petra Wehlert
Head of Capital Markets at KfW
KfW
Episode: On the tariff trail from the Rose Garden to Riyadh

Hosts

Ralph Sinclair
Chief Product Officer at Global Capital; host with extensive involvement in capital markets reporting and podcasting.
John Hay
Corporates, Markets and Sustainability Editor; experienced editor covering corporate debt, markets, and regulatory topics.

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Talking Points

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What is Scotland?
Q: How does private credit compete with the broader leveraged loan market?
Private credit poses competition by offering looser underwriting standards and quicker execution, which can make them attractive to borrowers traditionally using leveraged loans.
What is Scotland?
Q: What is the perception of Scotland as a borrower in the bond market?
Scotland is perceived as a unique entity, somewhere between a sovereign and a sub-sovereign issuer, due to its autonomy and relationship with the UK.
US companies light up Europe's bond market as exchanges revise IPO playbook
Q: What is driving the exceptional activity in the corporate bond market this week?
The combination of favorable market conditions, issuer urgency to secure funding, and a general flood of credit markets with investor inflows are driving this exceptional activity.
BlackRock on bonds: ride the tightening
Q: How long must we expect this credit spreads tightening to continue?
There is a huge demand for income and fixed income, which sustains the tight spreads, but a catalyst for volatility is expected at some point.
Credit Suisse AT1 holders' hollow victory and Islamic innovation
Q: What was the court's recent ruling on Credit Suisse AT1 bonds, and how did the market react?
The court ruled that the write-down of Credit Suisse's AT1 bonds was incorrect, leading to an increase in the trade value of those bonds, suggesting optimism in the market.

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Frequently Asked Questions About The GlobalCapital Podcast

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

A tight-knit, business-focused discussion series that consistently centers on sovereign and corporate debt, capital markets regulation, and the evolving role of private credit and securitization. Episodes frequently explore how geopolitical events, regulatory shifts, and technology (notably AI) reshape issuer appetites, investor demand, and pricing across regions—from the Middle East and Europe to emerging markets. A standout trait is the proactive examination of market structure changes, such as new platforms in bond issuance, shifts in index classifications, and debates over AT1 and private credit oversight, all anchored by a pool of seasoned editors and reporters with deep desks in corporates, debt markets, and securitization. Potential ... more

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Which podcasts are similar to The GlobalCapital Podcast?

These podcasts share a similar audience with The GlobalCapital Podcast:

1. Another Fine Mezz
2. The Credit Edge by Bloomberg Intelligence
3. FICC Focus
4. Making Sense
5. The Markets

How many episodes of The GlobalCapital Podcast are there?

The GlobalCapital Podcast launched 5 years ago and published 236 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 The GlobalCapital Podcast?

Recent guests on The GlobalCapital Podcast include:

1. Arthur Belzer
2. Dan Burke
3. Darren Stipe
4. Simon Blundell
5. Florian Eichert
6. Addison Gong
7. Jonathan Manning
8. John Hay

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