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
May 4
Credit Crunch: Shorecliff’s Nachman on Market, Managing Growth
“We always want to be big enough in any given strategy that we’re relevant to the market, relevant to our counterparties,” says Grant Nachman, Shorecliff Asset Management’s CIO and CEO. “But we always want to try to be nimble enough that we don’t have to own everything.” Nachman ... Show More
1h 3m
May 1
All Options Considered: AI FOMO, Yen, Making Sense of Volatility
In this edition of All Options Considered, BI’s Chief Global Derivatives Strategist Tanvir Sandhu discusses cross-asset volatility, including how markets were largely driven by the same oil-related macro shock, with equities marked by sharp rallies and slower pullbacks. He also c ... Show More
9m 58s
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
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.
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8m 33s
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