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Van Hesser's 3 Things in Credit - A KBRA Podcast

KBRA
Inflation
Credit Markets
Credit Card Loan Losses
Small Businesses
Banking Sector
Consumer Spending
Apparel Companies
Housing
S&P 500
Equity Market
Slack
Commercial Real Estate
Presidential Elections
Capital Expenditures
Labor Market
Interest Rates
C-Suite Confidence
US Exceptionalism
Consumer Lending
Single B Spreads

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.

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Latest Episodes

This week, our 3 Things are:

* Cycle turn? Lots of press this week on credit deterioration. How real is it?

* Big bank credit color. It’s an important counterpoint to our first Thing.

* Oil’s price drop. That’s good for consumers and businesses,... more

This week, our 3 Things are:

* Credit “froth.” How real is it?

* Growth quality. The outlook is brighter, but is it vulnerable?

* Q3 earnings. A solid headline growth number, but weakness underneath.

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This week, our 3 Things are:

* Inflation target. It’s quietly slipping.

* Bond scarcity. Demand versus supply.

* Capex supercycle. We’ll compare equity versus debt.

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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.

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Recent Guests

Gordon Kerr
KBRA's European Macro Strategist
KBRA
Episode: Complacency, Trade Progress, and European Appeal
Joan Feldbaum-Vidra
Senior Managing Director and Head of Sovereign Ratings Group
KBRA
Episode: Policy Guardrails, Private Credit Shock Absorber, Canada and Mexico
Scott Slayton
Chief Strategist of Capitol Creek Partners
Capitol Creek Partners
Episode: Tight Spreads, Big Bank Credit Color, and Consumer Expectations
Craig Packer
Co-President and Head of Blue Isle Capital's $85 billion direct lending credit platform
Blue Isle Capital
Episode: Economic Slack, Equity Outlook, and Consumer Lenders

Host

Van Hesser
Chief Strategist at KBRA

Reviews

4.9 out of 5 stars from 35 ratings
  • Great weekly podcast

    Great weekly insights into credit trends

    Apple Podcasts
    5
    Dr Chezwick
    United States5 years ago

Listeners Say

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

The podcast is recognized for delivering concise, informative weekly insights into credit trends that are relevant to investors.
Listeners appreciate the in-depth analysis provided, particularly regarding economic indicators and their implications for credit markets.
Many value the expert perspective from Van Hesser, noting his ability to break down complex financial topics into understandable discussions.

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Talking Points

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Credit’s Durability, Risk Concentrations, and Distressed Debt Exchanges
Q: What are the main takeaways from your paper examining Distressed Debt Exchanges?
The original DDE functioned largely as a band-aid, and within five years, roughly half the sample suffered a second negative event.
Slowdown, Leveraged Loan Surge, and Default Forecasts
Q: So, Eric, your 2025 forecast called for broadly syndicated loans to finish at 3.75% and for high yield at 2.25% on a volume basis.
Our forecasts remain unchanged, even amid the uncertainties posed by tariffs and other macroeconomic issues.
Policy Guardrails, Private Credit Shock Absorber, Canada and Mexico
Q: Joan, give us your thoughts on how we've gotten here?
Joan explains that trade dynamics with Canada and Mexico have been significantly affected by tariffs, as they are the largest sources of the US trade deficit.
Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.
Q: What are the default rates in direct lending compared to syndicated loans and high-yield bonds?
The default rate in direct lending is at 2.1%, which is lower compared to 6.5% for syndicated loans and 3.75% for high-yield bonds.
Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.
Q: What did the Federal Reserve report using KBRA DLD data show?
The report indicated that direct lending recoveries were below those of both syndicated loans and high-yield bonds, surprising many.

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Frequently Asked Questions About Van Hesser's 3 Things in Credit

What is Van Hesser's 3 Things in Credit about and what kind of topics does it cover?

Focused on crucial insights within the credit markets, this podcast features an expert discussing significant themes that affect credit investors weekly. Topics range from economic conditions and labor markets to retail behaviors and financial results from major corporations. The episodes often highlight the implications of economic indicators and corporate earnings on credit strategies, exploring the nuances of financial conditions, credit risks, and evolving market dynamics. Notably, this podcast provides informed opinions and forecasts, making it a valuable resource for professionals navigating the complex world of finance and credit investing.

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Which podcasts are similar to Van Hesser's 3 Things in Credit?

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. The View From Apollo
4. Money Stuff: The Podcast
5. The Insight by Oaktree Capital

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Van Hesser's 3 Things in Credit launched 5 years ago and published 214 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 Van Hesser's 3 Things in Credit?

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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