HeyJaredKnow More. Risk Better.
Deep dives on what is driving the credit markets from the CreditSights analysts covering the markets.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Jul 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
From Know More to Above the Fray: Markets & the Road Ahead (opens the original)
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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, f
BSL Divided: AI Overhang vs. Flight to Quality (opens the original)
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In this episode of the Know More. Risk Better. podcast, Winnie Cisar is joined by Kerry Kantin to discuss the key trends, risks, and opportunities shaping the broadly syndicated loan market. They examine the rebound in loan issuance, the growing divergence between higher- and lower-quality credits, and how AI-related uncertainty is affecting software and technology borrowers. The conversation also explores refinancing activity, liability management protections, the approaching 2028 maturity wall
Geopolitics, the Dollar and the AI Bubble Debate (opens the original)
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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
SpaceX at Scale: Valuation, Volatility and the Road Ahead (opens the original)
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In this episode of the Know More. Risk Better. podcast, the conversation explores the rapid rise of SpaceX and what 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’s evolution from a rocket company into a business spanning Starlink satellite connectivity, AI infrastructure, and future growth initiatives. They examine the company’s IPO, bond issuance, valuation de
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