Credit Exchange with Lisa Lee
Credit Exchange with Lisa Lee. Explore the latest trends in global credit markets with the biggest movers and shapers on Wall Street and the City, hosted by financial reporting veteran Lisa Lee.
- Update frequency
- every 6 days
- Average duration
- 28 minutes
- Episodes
- 29
- Years Active
- 2025
Play quality as stress builds in corporate credit – Oak Hill Advisors’ Alan Schrager
“As a professional investor, what we look at are actually the Treasury markets. They’re sending this signal that there’s this risk inherent,” says Alan Schrager, senior partner at Oak Hill Advisors, …
Macro picture is the biggest risk for credit – Barclays’ Brad Rogoff
The likelihood of a September rate cut has edged higher. “They will move ahead with that,” predicts Brad Rogoff, head of global research at Barclays, in the latest Credit Exchange podcast with Lisa L…
Seeing green shoots in commercial real estate – Western Asset’s Michael Buchanan
“We’ve been increasing our exposure to prime office,” says Michael Buchanan, chief investment officer at Western Asset, a fixed income specialist owned by Franklin Templeton, in the latest Credit Exc…
We are seeing a slowdown in sales and earnings growth – Carlyle’s Lauren Basmadjian
“From what I could see in our proprietary data, we are seeing a bit of a slowdown,” says Lauren Basmadjian, head of liquid credit at Carlyle, a powerhouse with USD 199bn in credit assets under manage…
Sports investing is a growing field – Crescent’s Mark Attanasio
“There’s nothing more compelling than live sports,” says Mark Attanasio, co-founder of asset manager Crescent Capital Group, on the latest Credit Exchange podcast with Lisa Lee. The marketplace, now …
Not shying away from credit risk is the right call – BlackRock’s Amanda Lynam
Corporates have showcased resilience in navigating policy shifts, according to Amanda Lynam, Head of Macro Credit Research within the Portfolio Management Group at BlackRock, on the latest edition of…
Investors still pivoting to fixed income – Oaktree’s Wayne Dahl
“I’ve continued to see large investors, both on the individual side [and] on the institutional side, continue to rotate their portfolios into fixed income,” said Wayne Dahl, co-portfolio manager of g…
We have traded private credit loans and others will follow – Loomis Sayles’ Matt Eagan
“We've done our first trades and some of the first trades in the industry in investment grade private,” says Matt Eagan, who heads the full discretion team at Loomis Sayles and oversees USD 80bn of A…
The ‘real economy’ of Europe needs financing – Arini’s Mathew Cestar
“We know there’s a big pan-European need for financing,” says Mathew Cestar, president of Arini, one of the fastest growing alternative credit managers, on the latest edition of the Credit Exchange p…
Paradigm shift in US economy lessens likelihood of tariff-induced recession – Sound Point’s Stephen Ketchum
“We’re at a reasonable balance now.” That’s the view of Stephen Ketchum, founder and CEO of Sound Point Capital Management, regarding the state of credit markets in June on the latest edition of the …
Not everything in private credit is rosy – Goldman Sachs’ James Reynolds
While private credit broadly has showcased resilience and strength, “under the surface, not everything is as rosy,” according to James Reynolds, global co-head of private credit at Goldman Sachs. Rey…
Investors optimistic, bullish on European structured credit – BofA, King Street, Blackstone, Federated Hermes
The mood at the Global ABS 2025 structured credit industry confab this week was positive, according to bankers, asset managers and investors at the Barcelona conference. Taped (mostly) live in Spain,…
The M&A market is normalising – Ares’ Matt Theodorakis
The M&A market is normalising, said Matt Theodorakis, co-head of European direct lending at Ares, in the latest ‘Credit Exchange’ podcast, recorded at the SuperReturn International conference in Berl…
Volatility could cause credit markets to break this year – TCW’s Bryan Whalen
Investors aren’t being paid enough a premium for the risks in US corporate credit, said Bryan Whalen, chief investment officer of fixed income at TCW, on the latest ‘Credit Exchange with Lisa Lee’ po…
Credit markets have become more stable and behave differently – KKR’s Eddie O’Neill
“Look at credit markets, they behaved quite differently this time,” said Eddie O’Neill, co-head of global liquid credit at KKR, about the period of volatility that whipped global financial markets in…
Private equity will help private credit weather troubles – Neuberger Berman’s Susan Kasser
People fail to give the private equity funds the credit they deserve, said Susan Kasser, head of Neuberger Berman Private Debt, on the latest ‘Credit Exchange with Lisa Lee’ podcast.
Whilst in terms o…
Blue Owl’s Craig Packer answers the tough questions about private credit
Private credit is fast growing, and will take market share away from the public leveraged finance markets, Blue Owl’s co-president Craig Packer told host Lisa Lee on the Credit Exchange podcast. The …
Private credit’s golden era never really ended – Blackstone’s Michael Zawadzki
Volatility creates opportunity, Michael Zawadzki, global CIO of Blackstone Credit & Insurance, told host Lisa Lee on the Credit Exchange podcast.
“Stick with the fundamentals that have been working fo…
M&A rebound will come – Goldman Sachs’ Vivek Bantwal
The expected M&A rebound may take longer to materialise, but it will come, Vivek Bantwal, co-head of global private credit at Goldman Sachs, said on the Credit Exchange podcast.
Both public markets a…
Trump tariffs will materially impact credit, raise financing costs – Napier Park’s Jon Dorfman
The Trump administration chose a shock-and-awe approach to begin tariff negotiations, and backpedalling from the more extreme stances is the right decision, said Jonathan Dorfman, co-founder and CIO …