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The Credit Edge by Bloomberg Intelligence The Credit Edge by Bloomberg Intelligence Bloomberg Comprendre le monde : les podcasts de décryptage Comprendre le monde : les podcasts de décryptage Acast France News zum Nachhören News zum Nachhören Radio Arabella - einfach gute Musik. The Last AI The Last AI The Last AI Institutional Real Estate, Inc. Podcast Institutional Real Estate, Inc. Podcast IREI Locked On Capitals - Daily Podcast On The Washington Capitals Locked On Capitals - Daily Podcast On The Washington Capitals Dan Holmi, Locked On Podcast Network Informed Pregnancy Podcast Informed Pregnancy Podcast Independent Podcast Network | Informed Pregnancy Locked On Titans - Daily Podcast On The Tennessee Titans Locked On Titans - Daily Podcast On The Tennessee Titans Locked On Podcast Network, Tyler Rowland The Fox News Rundown The Fox News Rundown FOX News Radio Rock and Roll Heaven Rock and Roll Heaven LD, TJ2 and Will The Thrill Ulle & Rick Ulle & Rick Rick Zabel und Jan Ullrich Gang’s All Here - New York Jets Podcast Gang’s All Here - New York Jets Podcast New York Post Packernet Podcast: Daily Green Bay Packers Podcast Packernet Podcast: Daily Green Bay Packers Podcast AC Sports Jake & Gino: Real Estate Investing & Multifamily Jake & Gino: Real Estate Investing & Multifamily Jake & Gino Podcast Francais Authentique Podcast Francais Authentique Johan Tekfak Valuetainment Valuetainment Valuetainment Episodes Crónicas Herméticas Crónicas Herméticas Crónicas Herméticas Tales From The Dark Forest Tales From The Dark Forest Tales From The Dark Forest Schneller schlau - Der kurze Wissenspodcast von P.M. Schneller schlau - Der kurze Wissenspodcast von P.M. RTL+ / P.M. / Audio Alliance Super Carlin Brothers Super Carlin Brothers J and Ben Carlin Was wichtig ist Was wichtig ist Die Presse Ta de Clinicagem Ta de Clinicagem TdC Filip & Fredrik podcast Filip & Fredrik podcast filipandfredrik.com Véronique et les Fantastiques Véronique et les Fantastiques iHeartRadio Mellan Himmel och Jord Mellan Himmel och Jord Podme The Financial Coconut Podcast The Financial Coconut Podcast The Financial Coconut 雅思口语IELTS English2026 雅思口语IELTS English2026 英语口语家森Jason ERF Plus - Wort zum Tag ERF Plus - Wort zum Tag ERF - Der Sinnsender Chente Ydrach Chente Ydrach Chente Ydrach Alex Jones Show - AlexJones.media Alex Jones Show - AlexJones.media Compte complet Compte complet Alain Usereau & Marc Griffin Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Artificial Intelligence Growth Architect | Connor with Honor | Real Estate Consultant Connor T. MacIvor | Connor with Honor Hack és Lángos Hack és Lángos Hack és Lángos Formula Indie Formula Indie European Indie Music Network 每日视频新闻 - 美国之音 每日视频新闻 - 美国之音 美国之音 学英语环游世界 学英语环游世界 Fly with Lily 雅思口语新周刊 English Podcast 雅思口语新周刊 English Podcast 雅思口语家森Jason
The Credit Edge by Bloomberg Intelligence

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The Credit Edge by Bloomberg Intelligence

Bloomberg

SpaceX Bondholders Face Huge Key Person Risk on Their Elon Musk Trip

July 01, 2026 1:02pm 35 min

SpaceX bondholders are bolstered by a fat equity cushion, high-grade ratings and a relatively small amount of debt outstanding — but they depend on founder Elon Musk, according to Bloomberg Intelligence. “There’s a huge ...

Europe's Largest Asset Manager Warns of AI Debt Deluge Crowding Out

June 25, 2026 11:16am 49 min

Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset manager. “At some point it could have a crowding effect, but we are not t...

Real Estate Is Next Bet for Debt Investors Avoiding Private Credit

June 18, 2026 1:00pm 45 min

Private credit disarray spells opportunity for housing giant Pretium, which targets high returns by lending to US homebuilders. “Our private credit looks a little bit different than other private credit in the sense that...

Oaktree Says Boring is Beautiful In Dicey Private Credit Market

June 11, 2026 3:07pm 56 min

Private lenders are going back to basics as debt trouble spreads, market participants tell Bloomberg News’ James Crombie in this special episode of the Credit Edge podcast. “Boring is beautiful, boring is better right no...

Goldman Sachs Sees ‘Uncomfortable Tension’ in Credit Markets

June 04, 2026 3:00pm 46 min

Robust demand from pensions and insurance companies will support corporate debt through macroeconomic headwinds and record supply, according to Goldman Sachs. “Spreads are tight to the prewar levels when the facts on the...

Veteran ABS Investor Sees ‘Max Uncertainty With Max Complacency’

May 28, 2026 3:05pm 54 min

Bad software loans will cause credit-market trouble that recalls aspects of the global financial crisis, according to American Century Investments. “We call it max uncertainty with max complacency,” says Paul Norris, ref...

Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up

May 21, 2026 3:00pm 42 min

Blue-chip companies, including hyperscalers, may be jeopardizing their credit ratings by piling on debt, according to Principal Asset Management. “We have seen some downgrades, and I would expect that that would continue...

Private Credit Has a Weak Underwriting Discipline Problem

May 19, 2026 10:56am 30 min

Loose underwriting standards are increasingly troubling for private credit market participants, according to Bloomberg Intelligence. “This concern has been growing for a period of time,” David Havens, BI’s senior analyst...

JPMorgan Is Wary of Another Big Leap in AI-Related Spending

May 14, 2026 3:00pm 50 min

JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025...

HarbourVest Expects Private Credit Secondaries Volume to Double

May 07, 2026 3:00pm 50 min

Secondary trading of private credit is on track to more than double last year’s record volume, according to HarbourVest Partners. “Through the first quarter we’re run-rating above $50 billion this year,” Greg Ciesielski,...

Citi Warns of Private Debt Risk as ‘Tourists’ Are Forced to Sell

April 30, 2026 3:55pm 49 min

Rookie private lenders that have to sell in a downturn are a potential threat to credit markets, according to Citi. “If the cycle turns and these tourists, rather than working out loans, just start selling them at below ...

Sycamore Tree Tips Chemicals in Iran Jam

April 23, 2026 3:00pm 46 min

Middle East shipping disruptions are boosting US companies bruised by cheap Chinese supply, according to Sycamore Tree Capital Partners. “It really slows down the ability for some of those Asian-based chemical companies ...

Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity

April 16, 2026 3:00pm 52 min

US companies with $770 billion in loans are hitting a wall as interest rates stay elevated, according to Davidson Kempner. “We’re in year three of what’s already the longest default cycle in 20 years,” Suzy Gibbons, the ...

BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

April 09, 2026 3:07pm 51 min

A retail exodus from business-development companies has dragged their debt to levels that are starting to look attractive, according to MFS Investment Management. “Pressure for redemptions that they’re facing likely ends...

PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm

April 02, 2026 1:58pm 47 min

Business development company turmoil is making direct lenders cautious on corporate debt risk, according to PGIM, which oversees more than $200 billion in private credit. “It’ll have a bit of a chilling effect,” Matt Har...

European PE Giant Permira Looks to Buy Beaten Up Software Loans

March 26, 2026 11:00am 49 min

The plunge in software debt creates opportunities to buy cheap loans from companies that will survive AI disruption, according to Permira Credit. “The market has overreacted,” Ian Jackson, the firm’s head of strategic op...

BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back

March 19, 2026 3:03pm 47 min

A bank retreat from private credit piles pressure on business development companies already reeling from a wave of redemptions, according to SLR Investment Corp. “You’re starting to see banks get nervous and start to pul...

Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence

March 12, 2026 3:00pm 48 min

Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably one of the most exciting times to be a credit investor,” Shalini Sriram...

How to Position for a Long War in Iran

March 10, 2026 3:05pm 35 min

Consumer discretionary companies are at risk of downgrades and default if the war in the Middle East drags on, according to Bloomberg Intelligence. “We’ll definitely see a bunch of companies that have been holding on fin...

Capital Group Spies High-Yield Software Opportunity in Debt Meltdown

March 05, 2026 3:00pm 47 min

Fear of software defaults amid AI disruption creates opportunity for high-yield debt buyers, according to Capital Group, which has $3.2 trillion under management. “Markets are adopting a bit of a shoot first ask question...

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