Know More. Risk Better.

Don't miss this special U.S. election reaction episode of the "Know More. Risk Better." podcast! Host Winnie Cisar welcomes Connor Beakey from BMI and Mark Lightner from CreditSights for an in-depth discussion on the market's response to former President Trump’s return and the likely Republican win in Congress. Discover the economic impacts, including the S&P 500 surge, rising U.S. Treasury yields, and a stronger U.S. dollar. Plus, get the latest insights on deregulation, corporate tax changes, tariffs, and global trade implications. Tune in for expert analysis and future predictions you won't want to miss!

In this week’s episode of CreditSights’ “Know More. Risk Better.” podcast, host Winnie Cisar is joined by Mark Lightner, Head of Special Situations Legal Research. Together, they delve into the legal issues coming out of the U.S. presidential election, including what a contested election might look like, how major litigation may be impacted, and the Fed’s independence, among other topics.  Mark and Winnie provide detailed insights into these critical topics, making this episode a must-listen for anyone looking to understand the potential legal outcomes of today’s election.

In this week's episode of CreditSights' "Know More. Risk Better." podcast, host Winnie Cisar welcomes Cedric Chehab, Chief Economist for BMI. Cedric shares his perspective on the U.S. economy in 2025 and discusses the potential impacts of the upcoming U.S. presidential election. The conversation covers key economic indicators such as the yield curve and labor market trends, compares today's economy to the 1990s, explores various types of recessions, and addresses the U.S. fiscal deficit and government debt. Tune in for expert analysis and actionable insights into the fixed income markets.

In this episode of the Know More. Risk Better. podcast, we delve into the European real estate market with insights from industry experts Mary Pollock and Logan Miller. Discover what has driven the recent outperformance in the sector and get ahead of the curve as we discuss Q3 earnings, transaction volumes, and the broader property cycle. Learn about key themes such as macro strategy and sector outlooks that could impact your investments. Tune in to find out which sectors are showing signs of recovery and what challenges lie ahead for 2025. Don’t miss this chance to stay informed and make smarter investment decisions!

A dive into the shifting role of real estate agents reveals the pressures of a declining housing market. Traditional brokerages face challenges from low-cost, cloud-based competitors that attract agents with better commission structures. The discussion highlights the evolving regulatory landscape and its long-term implications. Financial strategies and the impact of agent attrition create further complexities. The transformation of the brokerage model sets the stage for new opportunities in an industry grappling with change.

Discover how soaring mortgage rates are reshaping the housing market. Explore the regional shifts in inventory and the unique strategies builders are employing to stay afloat. Learn about the impact of natural disasters on insurance and how they affect affordability. Hear insights on potential policy changes and the investment opportunities within home building. This discussion uncovers what drives today’s housing market and offers a glimpse into the future for homeowners and industry professionals alike.

Chas Johnston, Head of Energy at CreditSights, shares his expertise on the dynamic energy sector. He delves into oil price stability and the volatility of natural gas markets, influenced by geopolitical tensions like the Russia-Ukraine conflict. The discussion also navigates the landscape of industry consolidation and mergers, with a keen focus on Pemex's market opportunities despite its significant debt. Johnston highlights strategic investment insights, emphasizing key considerations for navigating risks and maximizing returns in this evolving sector.

In this episode of the Know More. Risk Better. podcast, Logan Miller, Head of European Strategy at CreditSights, and Mariya Nurgaziyeva, Head of Consumer Goods and Services, dive into the European consumer and retail sector. They discuss the impact of economic trends on consumer behavior, the outlook for 2025, and the potential opportunities and risks in the market. Don't miss out on these valuable insights!

In this episode of the Know More. Risk Better. podcast, host Winnie Cisar and frequent guest Davis Hebert, Head of TMT at CreditSights, dive deep into the booming world of podcasts. They explore the rapid growth of the podcasting industry, the economics behind mega deals, and the impact on traditional radio players like iHeart and SiriusXM. The discussion also covers how big tech companies such as Spotify, Apple, Amazon, and Google are influencing the podcasting landscape. Additionally, they examine the challenges and opportunities for monetizing podcasts, offering insights into what it takes to succeed in this dynamic space. Tune in now!

On CreditSights' "Know More. Risk Better." podcast, host Zach Griffiths is joined by fan-favorite guest Josh Esterov, CreditSights' Head of Insurance, to explore the implications of the upcoming US election on health insurers. They delve into the potential impacts of a Harris or Trump victory, examine the regulatory landscape, and discuss how different election outcomes could shape the future of healthcare policy. Gain expert insights into what insurers are hoping for and why gridlock might be their best bet. Tune in for a deep dive into the intersection of politics and health insurance.