In this final episode of the Know More Risk Better podcast, Winnie Cisar is joined by Zachary Griffiths to discuss the key themes shaping markets in 2026. They examine the evolving Federal Reserve outlook, Treasury yield uncertainty, and the impact of AI-driven investment trends, including growing hyperscaler debt issuance and data center financing activity.
The conversation also explores inflation risks, labor market dynamics, geopolitical developments, and how AI is influencing productivity, financial conditions, and investor sentiment. They assess the implications for credit markets and fixed income investors while reflecting on lessons from the podcast and previewing the upcoming Above the Fray podcast. This episode offers valuable insights into the market forces investors should watch as they navigate an increasingly complex macro environment.

This episode explores the key trends, risks, and opportunities shaping the broadly syndicated loan market. Winnie Cisar is joined by Kerry Kantin to discuss the rebound in loan issuance, growing divergence across credit quality, and how investors are assessing AI-related risks in software and technology borrowers. They examine refinancing activity, liability management protections, the 2028 maturity wall, and the evolving relationship between private credit and broadly syndicated loans.
The conversation also explores AI infrastructure and data center financings, shifting CLO dynamics, and the factors driving demand across leveraged finance markets. Tune in for valuable insights to help credit investors navigate evolving market conditions and identify the risks and opportunities shaping loan markets today.

In this episode of the Know More. Risk Better. podcast, Zachary Griffiths is joined by Cedric Chehab at BMI to discuss the key macroeconomic, geopolitical, and market forces shaping the global outlook. They examine the evolving situation between the US and Iran, the implications of higher oil prices, inflation risks, and how central banks may respond if geopolitical tensions escalate.

The conversation also explores the outlook for the US economy, labor markets, interest rates, the US dollar, and the growing role of AI-driven investment in supporting growth while raising concerns about valuations and potential market excesses. Zach and Cedric further discuss political risk, the 2026 US midterm elections, housing market challenges, and how investors can navigate an increasingly uncertain environment. Tune in for valuable insights into the risks, opportunities, and market dynamics that matter most for investors today.

In this episode of the Know More. Risk Better. podcast, the conversation听explores the rapid rise of SpaceX听and what听its expanding ambitions could mean for investors, credit markets, and the broader technology landscape. Winnie Cisar is joined by Zachary Griffiths and Davis Hebert to discuss SpaceX鈥檚 evolution from a rocket company into a business spanning Starlink satellite connectivity, AI infrastructure, and future growth initiatives. They examine the company鈥檚 IPO, bond issuance, valuation debate, credit ratings, cash burn concerns, and the role of Elon Musk in shaping its long-term vision.听听听

The conversation also explores potential disruption across telecom and technology markets, the challenges of valuing a company driven by future opportunities, and the key catalysts investors should watch. This episode offers valuable insights into one of the market鈥檚 most closely watched companies and the risks and opportunities听emerging听across AI, connectivity, and space-driven innovation.听听听

In this episode of the Know More. Risk Better. podcast, the conversation explores how decades of experience across major market cycles are shaping today鈥檚 views on macro dynamics, interest rates, and investor behavior. Zachary Griffiths is joined by Mike Schumacher to reflect on key turning points including the 2008 financial crisis and earlier market dislocations, and to discuss how shifting incentives, capital flows, and central bank policies continue to influence market outcomes.
They examine the balance between fundamentals and technicals, the growing role of investor behavior, and the resilience of markets amid geopolitical shocks, alongside the near-term inflationary and longer-term disinflationary impact of AI. The episode delivers a clear, experience-driven perspective to help investors better navigate today鈥檚 complex macro and credit environment.

In this episode of the Know More. Risk Better. podcast, the conversation explores how cyclical weakness and structural disruption are reshaping the outlook for European autos and influencing credit markets. Logan Miller is joined by Jim Williamson to discuss the growing impact of Chinese EV competition on market share, margins, and the long-term positioning of European OEMs, alongside lessons from historical US-Japan auto competition.听听

They examine the divergence between credit and equity signals, the role of protectionism and cost pressures, and how shifting fundamentals could affect investor risk sentiment. The episode delivers a clear, forward-looking perspective to help investors navigate credit positioning in an increasingly complex autos landscape.听