logo
episode-header-image
Jan 2025
1h 1m

Benefit Street’s Byrne on Multifamily CR...

BLOOMBERG INTELLIGENCE
About this episode
As others head for the exit from the commercial real estate (CRE) sector, Benefit Street Partners President Richard Byrne views this as the perfect time to fill the funding void that could arise. Byrne joins hosts Noel Hebert and Sam Geier of Bloomberg Intelligence on Credit Crunch to discuss the budding opportunity in CRE as a result of higher interest rate ... Show More
Up next
Yesterday
State of Distressed Debt: Davis Polk’s Resnick on Emerging LME Trends
“The theme that we’re seeing a lot of is, do we do the same old LME that we would have done six months ago or a year ago, or should we do more of a comprehensive fixing of the balance sheet once?” says Brian Resnick, a restructuring partner and head of Davis Polk’s Liability Mana ... Show More
33m 45s
Mar 19
Macro Matters: Central Banks With BE’s Wong, BI’s Worthington
The soaring short-term yields in the UK may be somewhat overdone, says Bloomberg Intelligence European Rates Strategist Huw Worthington on this Macro Matters edition of the FICC Focus podcast series. BI’s US Rates Strategist Ira Jersey and Bloomberg Economics Chief US Economist A ... Show More
33m 16s
Mar 18
EM Lens: Shifting to Second Derivatives in EM Sovereign Debt
Emerging market central banks have adopted a hawkish bias following the war-induced oil shock, yet fiscal concerns could weigh on domestic currencies as local governments attempt to mitigate the negative impact of rising energy prices. Cem Karacadag, head of global sovereign debt ... Show More
25m 45s
Recommended Episodes
Oct 2025
CLOs Are Tough to Blow Up, Crescent Says
Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ... Show More
44m 33s
Mar 2025
Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ... Show More
15m 19s
Dec 2023
Managing through cycles in the direct lending space
<p>Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowe ... Show More
18m 57s
Nov 2025
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s
Nov 2025
Why UK Small Caps Could Soar — Rockwood’s Richard Staveley on Value, Catalysts & Momentum
Merryn Somerset Webb sits down with Richard Staveley, manager of the Rockwood Strategic, to unpack why UK smaller companies are so unloved—and why that may be a big opportunity. Richard explains Rockwood’s playbook: concentrated, benchmark-agnostic, value investing with hands-on ... Show More
39 m
Oct 2024
The biggest opportunities in US credit markets
This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey.   Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More
8m 33s
Oct 2025
Credit Market’s Three Big Debates
<p>With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit, M&amp;A activity and AI infrastructure.</p><p><br></p><p>Read more&nbsp;<a ... Show More
11m 16s
Oct 2024
The Current State of Private Equity and the Outlook for the Rest of 2024 with Drew Schardt
<p>Welcome back to The Private Equity Podcast by Raw Selection! Alex is joined by Drew Schardt, Vice Chairman and Global Head of Investment Strategy at Hamilton Lane. Drew brings over 17 years of experience at the firm, sharing valuable insights into the current state of private ... Show More
46m 7s
Sep 2025
Redefining Microloans Beyond Credit Scores
From Wall Street to fintech, James Chemplavil has seen both sides of lending. After 16 years underwriting corporate debt at Barings, he launched Salus to tackle a problem too many hardworking people face: being denied small but critical loans. Now as Founder and CEO, James is hel ... Show More
24m 53s
Sep 2024
Talking Heads - Emerging market debt: Further to go after a strong run
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ... Show More
8m 47s