Cloud 9fin
9fin
Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry.
From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered.
Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.
From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered.
Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.
Episodes
Mentioned books
Mar 30, 2026 • 24min
China’s property developers return to offshore bond markets
Alan Chiu, a 9Fin credit analyst who authors China real estate sector reports, walks through why developers are tapping dollar bond markets again. He covers the Three Red Lines, the 2026 refinancing window, which issuers win investor trust, liability management moves, and oversupply pressures across offices, retail and housing.
Mar 25, 2026 • 12min
Syndication Nation — The ride goes on at Six Flags, but the story isn’t settled
David Westenhaver, LevFin reporter at 9Fin who covers leveraged finance and operational strategy. He walks through Six Flags' recent refinancing and park sales. He discusses the new CEO’s turnaround hopes, investor skepticism about synergies, and how weather and operations have shaped performance. He also touches on park-level fixes and the symbolic impact of high-profile ride closures.
Mar 23, 2026 • 24min
Distressed Diaries — Iran war adds to bad chemistry
Kunal Shah, founder and CIO of opportunistic credit fund Pivotal Point, and Ryan Flew, partner on its investment team, dig into stress in European chemicals. They discuss how geopolitics and energy shocks ramp up volatility. They debate state support, single-name risks like INEOS, asset-sale and covenant issues, and where distressed investors might find opportunities.
Mar 20, 2026 • 42min
Tranche Talk — Navigating CLO trading technicals with Performance Trust’s Alex Navin
Alex Navin, Managing Director at Performance Trust and veteran CLO trader and portfolio manager. He discusses rising trading volumes and why AAA liquidity is holding. He compares today’s volatility to past sell-offs. He unpacks BB market bifurcation, selective equity opportunities, vintage and reset risks, and US versus European relative value.
Mar 16, 2026 • 12min
Syndication Nation — Credit investors turn to prediction market odds amid macro uncertainty
Zoe Hahn, U.S. LevFin reporter covering leveraged finance and syndicated loans, explores the rise of prediction markets in credit investing. She describes how these markets moved from skepticism to being used as a sanity check. Listens on how firms use Polymarket and Kalshi, who shies away, and whether this trend will stick or fade.
Mar 13, 2026 • 10min
RBI to unleash Indian banks to finance M&A next month
Rajhkumar Shaw, Mumbai-based reporter on Indian banking and credit markets, guides listeners through the RBI’s April rule change allowing domestic banks to fund M&A. He explains why banks were previously barred. He outlines key revisions, safeguards and banks’ reactions. He also covers how deals were financed before and what this means for private credit funds.
Mar 10, 2026 • 36min
Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME
Sidney Levinson, seasoned restructuring lawyer who led the NYDJ uptier, joins Scott Selinger, leveraged finance specialist, and Erica Weisgerber, litigation and LME defense expert. They recount the original uptier mechanics, the court and litigation drama, how participation offers and blockers evolved, and the clever structural workarounds that keep liability management deals edgy.
8 snips
Mar 5, 2026 • 30min
Distressed Diaries — MFS’ bridge too far
Kawai Chung, CEO of Folk2Folk, a UK mortgage and non-bank lending veteran. Owen Sanderson, 9fin asset-backed finance editor and securitisation expert. They unpack the collapse of a UK bridge lender, double-pledging and fraud allegations. They discuss warehouse mechanics, title timing, operational controls and how transparency and tech might reshape asset-backed lending.
5 snips
Mar 3, 2026 • 30min
Distressed Diaries — Altnets dial down expansion in wake of distress
Ben Davies, a restructuring specialist for telecoms, and Stuart Keeping, a telecoms restructurings and transactions adviser, discuss the altnet surge and why subscriber growth lagged. They cover financing pitfalls, early distress signs and restructuring playbooks. Conversation also explores consolidation, regulatory risks and comparisons with the German market.
Feb 26, 2026 • 24min
Jane’s LME Addiction — Debevoise star recruits discuss whether LM is just amend and pretend
Daniel Shamah, a restructuring practitioner blending litigation and finance; Sam Newman, a seasoned bankruptcy lawyer with national experience; and Rachel Ehrlich Albanese, a restructuring partner focused on special situations. They debate LME versus in-court fixes. They discuss rising filings, creditor behavior, macro pressures like PE exits and rates, and how litigation shapes liability management.
