Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.
Publishes | Weekly | Episodes | 211 | Founded | 5 years ago |
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Number of Listeners | Categories | BusinessInvestingNewsBusiness News |
This week, our 3 Things are:
• Maximum employment. What does that have to do with unemployment?
• Retail therapy. We peel the onion on a strong retail sales report.
• Risk versus uncertainty. The difference explains risk market moves.
This week, our 3 Things are:
• Credit’s durability. Why has the asset class held up so well in 2025?
• Risk concentrations. A couple are noteworthy and worth monitoring.
• Distressed debt exchanges. We highlight a new report by Ed Altman and... more
This week, our 3 Things are:
1. Economic lines of defense. There are significant countervailing forces to slowdown.
2. Q3 earnings. Still positive growth in the face of rising costs.
3. Jobs revisions. The most important jobs data point this month... more
This week, our 3 Things are:
• Spreads vs. yields. Spreads are tight. Yields, not so much.
• Financial conditions. Don’t lose sight of what normal is.
• Walmart/Target read-across. The big boxes update us on the U.S. consumer.
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Great weekly insights into credit trends
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #248 |
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This podcast offers keen insights into the complexities of credit markets, focusing on the latest economic trends, risks, and opportunities that affect investors. Each episode features Van Hesser, the Chief Strategist at KBRA, discussing three significant topics relevant to credit investors, including economic indicators, credit scarcity, and market sentiment. The discussions also touch on broader issues like fiscal and monetary policy, trade tensions, and the impact of global events on market dynamics. Notably, the podcast stands out for its analytical approach, providing listeners with a mix of data-driven insights and expert commentary, making it particularly valuable for those involved in finance, investment, and economic research.
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These podcasts share a similar audience with Van Hesser's 3 Things in Credit:
1. The Credit Edge by Bloomberg Intelligence
2. FICC Focus
3. Masters in Business
4. The Insight by Oaktree Capital
5. The Memo by Howard Marks
Van Hesser's 3 Things in Credit launched 5 years ago and published 211 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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Recent guests on Van Hesser's 3 Things in Credit include:
1. Gordon Kerr
2. Joan Feldbaum-Vidra
3. Scott Slayton
4. Craig Packer
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