Rephonic
Artwork for Van Hesser's 3 Things in Credit

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

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

PublishesWeeklyEpisodes211Founded5 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

Listen to this Podcast

Artwork for Van Hesser's 3 Things in Credit

Latest Episodes

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.

YouTube

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

YouTube

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

YouTube

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.

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Gordon Kerr
The European Macro Strategist at KBRA
KBRA
Episode: Big Bank Color, Labor Sensitivity, and European Update Description
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.

Listeners appreciate the insightful analysis of current trends impacting credit markets.
The discussions are often regarded as timely and data-driven, providing practical takeaways for investors.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

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.

Where can I find podcast stats for Van Hesser's 3 Things in Credit?

Rephonic provides a wide range of podcast stats for Van Hesser's 3 Things in Credit. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Van Hesser's 3 Things in Credit and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Van Hesser's 3 Things in Credit get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Van Hesser's 3 Things in Credit, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Van Hesser's 3 Things in Credit?

Rephonic provides comprehensive predictive audience data for Van Hesser's 3 Things in Credit, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Van Hesser's 3 Things in Credit have?

To see how many followers or subscribers Van Hesser's 3 Things in Credit has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Masters in Business
4. The Insight by Oaktree Capital
5. The Memo by Howard Marks

How many episodes of Van Hesser's 3 Things in Credit are there?

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.

How do I contact Van Hesser's 3 Things in Credit?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Van Hesser's 3 Things in Credit?

Rephonic pulls ratings and reviews for Van Hesser's 3 Things in Credit from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Van Hesser's 3 Things in Credit?

Rephonic provides full transcripts for episodes of Van Hesser's 3 Things in Credit. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days