HeyJaredIndustry Insights: Exclusive Interviews
Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 22, 2026
Latest episodes
EP 18 | Inside the $107 Billion AI Data Center Debt Boom with Anton Gorbunov (opens the original)
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Julie Miecamp , Deputy Global Head of Editorial at Octus, opens the episode by framing the scale of what has quietly become one of the fastest-growing corners of the credit market. In roughly 18 months, high yield and unrated AI infrastructure issuers have raised more than $107 billion, and the top seven players alone may need another $400 billion to $450 billion over the next four years to hit their stated capacity targets. She then hands off to Seth Brumby , Deputy Managing Editor at Octus, wh
EP 17: European Private Credit at an Inflection Point with Mathew Cestar (opens the original)
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Julie Miecamp , Deputy Global Head of Editorial at Octus , opens the episode by framing a European private credit market bracing for a software reset, a refinancing wall building toward 2028, and a higher-for-longer rate environment that's quietly rewritten the playbook. The real risk, she notes, isn't the one everyone's arguing about. She then hands off to Lucia Camblor , Deputy Head of Private Credit and Deal Origination at Octus, in conversation with Mathew Cestar , President at Arini . Two d
EP 16: Inside a Trillion Dollar CLO Market with Vincent Pompliano (opens the original)
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Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing a CLO market that has changed almost beyond recognition: past $1 trillion in size, more than 160 managers issuing in the US alone, and the economics of CLO equity shifting under everyone's feet (00:06). She then hands off to Sid Punjabi, CLO Reporter at Octus, who caught Vince Pompliano, Managing Director and Co-Head of the US CLO Platform at Benefit Street Partners, at a real milestone: BSP just priced its 50t
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