Zoso Davies
Former Managing Director in European Investment Grade Credit Research at Barclays and current hedge fund credit strategist who writes the Macro Credit Thinking newsletter, specialising in macro-driven credit analysis.
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Apr 1, 2026 • 56min
Episode 013: Iran strikes credit with Zoso Davies
Zoso Davies, formerly MD of European investment-grade credit research at Barclays and now a hedge fund credit strategist and newsletter author. He discusses how credit markets are driven by narratives and volatility. He breaks down why investment-grade spreads stay wide despite low defaults. He explains private credit’s hidden risks and how Iran-related energy shocks could turn nervous markets into broader refinancing stress.
