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The LFI Levered Lines Podcast

LFI Levered Lines
Private Credit
Clos
Mergers and Acquisitions
Private Equity
Artificial Intelligence
Golub Capital
Europe
Liability Management Transactions
Blackstone
Melanoma
Leveraged Loans
Part 26A
Direct Lending
Private Credit Clos
Huntington Bank
Software
LFFM
Investcorp
Pro Rata Market
Covenant Defaults

Broad topics across the leveraged finance universe, taking a look at developments and intricacies of markets such as leveraged loans, HY bonds, CLOs, private credit and special situations. Hosted by the LFI team and featuring key external guests across the market.

PublishesTwice monthlyEpisodes46Founded2 years ago
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InvestingBusiness

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Artwork for The LFI Levered Lines Podcast

Latest Episodes

Welcome to the LFI Levered Lines podcast!

This episode explores how opportunistic credit is reshaping private markets as higher rates, elevated entry valuations, and longer private equity hold periods drive demand for more flexible capital solutions... more

YouTube

Welcome to the LFI Levered Lines podcast!

In this episode, Steve Miller speaks with Gretchen Lam about the outlook for leveraged finance markets and the evolution of Octagon Credit. They discuss trends in M&A activity, direct lending, broadly syndic... more

YouTube

Welcome to the LFI Levered Lines podcast!

In this episode, Steve Miller is joined by Chris Wood to discuss the evolving leveraged finance landscape, Huntington Bank’s growth strategy, and key trends shaping private equity and capital markets. They e... more

YouTube

Welcome to the LFI Levered Lines podcast!

In this episode, Krista Giovacco speaks with Beverley Caen about how executive coaching is shaping outcomes in private credit, particularly during periods of leadership transition, private equity backing, an... more

YouTube

Key Facts

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Recent Guests

Ashwin Krishnan
Head of Morgan Stanley's North America Private Credit Platform
Morgan Stanley
Episode: Opportunistic Credit: Private Debt Strategies with Morgan Stanley
Gretchen Lam
CEO of Octagon Credit
Octagon Credit
Episode: Credit in Transition: M&A, CLOs and AI with Octagon
Chris Wood
Leader of capital markets and sponsor coverage at Huntington Bank
Huntington Bank
Episode: Private Credit vs. Pro Rata: A Market Reset with Huntington
Beverley Caen
Founder of TCG Coaching
TCG Coaching
Episode: Leading Transition: Executive Coaching in Private Credit with TCG
Paul Brodie
Global Head of Investments
Liquidity
Episode: AI in Action: Private Credit’s Next Edge with Liquidity
Bob Post
Head of US CLO business, Blackstone
Blackstone
Episode: Winning in a Split Market: CLO Strategy with Blackstone
John Anderson
Partner at Goodwin
Goodwin
Episode: Risk, Liquidity, and Innovation in Private Credit with Goodwin
Sean Griffin
CEO of the LSTA
LSTA
Episode: Advancing the Loan Market: Insights from LSTA’s CEO
Allison Davi
co-COO of Benefit Street Partners
Benefit Street Partners
Episode: Beyond the Headlines: BSP's Rebranding and Take on AI & Europe

Hosts

Luke Miller
Global Editor-in-Chief at Levfin Insights; host guiding conversations across the series
Steve Miller
Host focusing on credit markets and industry perspectives; affiliated with Fitch Solutions
Kerstin Kubanek
Senior Reporter; co-host for today; covers market developments for Levfin Insights

Reviews

4.3 out of 5 stars from 7 ratings
  • Great Start

    Great show with some great hosts. An avenue that has not been harped on enough by podcasters is leveraged finance, there is a huge demand from younger listeners for a show that takes a pause with a deeper dive into these specific concepts that are so relevant in the industry. Being able to hear toward this can exponentially increase your viewership.

    Apple Podcasts
    4
    Dhdhhsjsjshshshududhegstsj
    United States2 years ago

Listeners Say

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

Listeners appreciate the deep dive into leveraged finance concepts.
Guests are strong subject-matter experts with relevant industry insights.
The show is valued for actionable takeaways on deal flow, structures, and AI-driven analytics.
Hosts bring practical market experience and clear explanations.
Some episodes can be highly technical, which may require background in finance to fully follow.

Chart Rankings

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

Apple Podcasts
#73
Switzerland/Business/Investing
Apple Podcasts
#214
Switzerland/Business
Apple Podcasts
#223
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Credit in Transition: M&A, CLOs and AI with Octagon
Q: It would be interesting to hear your observations on building a business in private credit and what the conditions look like now.
Gretchen explains Octagon's underwriting core in leveraged corporate credit and the goal of remaining agnostic to packaging (BSL, direct lending, HY, CLO tranches), noting that private credit and direct lending have coexisted with public markets and that market conditions support ongoing private credit activity.
Credit in Transition: M&A, CLOs and AI with Octagon
Q: So thanks. Let's start with the table setter. Can you talk about your business and how you aspire to grow it?
Gretchen describes Octagon as a firm with historical strength in CLOs, a current AUM footprint across CLOs, structured products, LOAN markets, high yield, and direct lending, and a strategic focus on growing direct lending and multi-asset credit capabilities geographically.
Data, Deals & the Digital Shift in Leveraged Finance
Q: How do you view AI and data analytics changing day-to-day credit underwriting and portfolio management?
The guest notes that AI tools amplify analysts' capabilities but must be used carefully with verifiable data, emphasizing auditable outputs and a broader shift toward data-driven decision-making across the team.
Data, Deals & the Digital Shift in Leveraged Finance
Q: Can you talk through how CLOs have evolved within First Trust's platform and why they fit into your broader growth strategy?
Bill explains that CLOs are a natural extension of the platform, leveraging an established track record and AUM to expand offerings, with a focus on the intuitive alignment between platform strength and CLO deployment.
Refinancing to Real M&A: Chris Bonner's Take on LevFin's New Era
Q: What is the outlook for 2026 in terms of refinancing and new issuance?
With spreads at all-time tights and M&A activity expected to rebound, 2026 should see robust issuance and a shift toward more refinancings as maturities align with a healthier financing backdrop.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The LFI Levered Lines Podcast

What is The LFI Levered Lines Podcast about and what kind of topics does it cover?

The show centers on leveraged finance markets, with deep dives into leveraged loans, CLOs, private credit, and related structures. Episodes typically feature industry leaders and practitioners discussing market dynamics, deal flow, risk management, and the evolving role of AI and data in underwriting and portfolio management, often across US and European markets. A notable strength is the mix of technical market analysis, real-world deal context, and strategic perspectives from top asset managers and advisers, making it useful for listeners ranging from traders and analysts to portfolio managers and private credit investors. Potential listeners may find the pragmatic discussions on deal structures, liquidity solutions, and regional differen... more

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Which podcasts are similar to The LFI Levered Lines Podcast?

These podcasts share a similar audience with The LFI Levered Lines Podcast:

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

How many episodes of The LFI Levered Lines Podcast are there?

The LFI Levered Lines Podcast launched 2 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 The LFI Levered Lines Podcast?

Recent guests on The LFI Levered Lines Podcast include:

1. Ashwin Krishnan
2. Gretchen Lam
3. Chris Wood
4. Beverley Caen
5. Paul Brodie
6. Bob Post
7. John Anderson
8. Sean Griffin

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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