May 29, 2019
Christopher Balding, associate professor at the Fulbright University of Vietnam, calls in to discuss all things China.
1:43 Dramatic change in the air. Social credit risk
5:15 Economic growth, real and reported
9:25 “They are shorter on dollar liquidity than most people realize”
15:11 Huawei: What do...
May 23, 2019
A super-sized episode. Jim, Evan and Phil discuss the latest financial happenings. Sabrina Fox, executive advisor of ELFA Investor Group, details the challenges awaiting creditors in Europe’s loan and high-yield debt markets.
May 13, 2019
Kent Collier and Sarah Gefter of credit research firm @Reorg call in to discuss the latest happenings in distressed debt.
3:51 2007, then and now
7:16 Taking inventory of the cycle
12:51 The J. Crew “trapdoor.” Innovation or gimmick?
18:02 Deteriorating accounting standards
May 8, 2019
Andrew Park, senior editor at S&P Global’s LCD unit, joins Grant’s to discuss all things credit.
1:35 The current cycle: What’s different?
5:45 CDOs in 2008 and CLOs today. Similarities and differences
12:01 Promised acquisition strategies: Dreams don’t always come true
15:55 Credit managers need new supply,...