FICC Focus
598 episodes — Page 1 of 12
State of Distressed: Burian, Stark on the Preordained Bankruptcy
Aug 21, 20261h 34m
Macro Matters: Mariner CIO E.G. Fisher on Liquidity and Credit
Aug 20, 202631 min
Masters of the Muniverse: JPMorgan and the Muni SMA Revolution
Aug 19, 20261h 10m
Credit Crunch: Barings’ Yan on Outlook for Portfolio Finance
Aug 14, 202654 min
Macro Matters: US Economic Outlook With Natixis’ Hodge
Aug 13, 202618 min
Credit Crunch: New Fed Watch as Rates, Not Spreads Drive Credit
Aug 12, 202638 min
All Options Considered: Lessons From Korea’s ETF Volatility
Aug 11, 202611 min
Credit Crunch: Principal’s Goosay on Credit Relative Value Setup
Aug 10, 20261h 1m
EM Lens: GMO’s Courmes Steers EM Local Bond Bulls
Aug 7, 202626 min
Macro Matters: Invesco’s Brignac on Liquidity, Fed Balance Sheet
Aug 6, 202622 min
FX Moment: Dollar-Yen Bearish Push Needs US Data Validation Next
Aug 4, 202627 min
Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst
Jul 31, 202654 min
Macro Matters: BE’s Anna Wong on Warsh and Fed Communication
Jul 30, 202616 min
EM Lens: Identifying Alpha Opportunities in EM Equities
Jul 28, 202630 min
Credit Crunch: Bright Meadow’s Rilander on MBS, Housing Policy
Jul 24, 202648 min
Macro Matters: Invesco’s Levitt on Equities, Rates and Oil
Jul 24, 202622 min
EM Lens: William Blair’s Assalin Remains Bullish on EM Outlook
Jul 17, 202623 min
Macro Matters: BI’s Adelberg on Housing, MBS and Prepay Risk
Jul 16, 202623 min
All Options Considered: Equity Derivatives With Susquehanna
Jul 14, 202612 min
Credit Crunch: Xponance’s McElreath on Credit Inefficiencies
Jul 13, 202659 min
State of Distressed Debt: C Street CEO Henes on Board Dynamics
Jul 10, 20261h 53m
Macro Matters: Stanford’s Duffie on Fed Balance-Sheet Limits
Jul 9, 202625 min
FX Moment: US Fundamentals Set Up Early 2H Dollar Revival
Jul 8, 202625 min
Credit Crunch: Investor Survey 3Q - Rates, IG vs. HY, US vs. EU
Jul 7, 202637 min
Credit Crunch: Wellington’s Fitzgerald on Convexity Over Carry
Jul 1, 202658 min
Credit Crunch: Around the World of Global Credit in 60 Minutes
Jun 26, 20261h 5m
Macro Matters: Huw Worthington on ECB, Gilts and Rate Outlook
Jun 25, 202623 min
Credit Crunch: BlackRock’s Rosenberg on Systematic, AI Impacts
Jun 22, 202658 min
EM Lens: Credit Index Futures Can Improve EM Balance Sheets
Jun 19, 202627 min
Macro Matters: BE’s Anna Wong on Warsh, Fed & Inflation Outlook
Jun 18, 202622 min
All Options Considered: Volatility Forum Singapore 2026
Jun 16, 20261h 23m
State of Distressed Debt: Ellias on Reorganizations’ Global Bazaar
Jun 12, 20261h 36m
Macro Matters: JPMorgan’s Misra on Rates, Credit and Warsh Fed
Jun 11, 202628 min
Credit Crunch: AI IPOs, Tech Supply and Credit Without Peace
Jun 10, 202652 min
EM Lens: Extracting the Complexity Premium in Emerging Markets
Jun 5, 202621 min
Macro Matters: Lazard’s Van Nostrand on Supply-Shock Investing
Jun 4, 202622 min
FX Moment: Euro-Dollar 2H Outlook Could Be a Tale of Two Stories
Jun 3, 202620 min
State of Distressed Debt: Ensis’ Shinder on Middle-Market Workouts
May 29, 202631 min
Macro Matters: Morgan Stanley’s Hornbach on Oil and Global Rates
May 28, 202626 min
EM Lens: Dispersion Creates Cleaner Entry Points in EM Debt
May 27, 202636 min
State of Distressed Debt: Judge Kaplan on Bankruptcy Mediation, Venue
May 23, 202628 min
State of Distressed: Mudrick on the Post-LME Maturity Wall
May 22, 202626 min
Macro Matters: DWS’ Catrambone on Long-End Selloff, Warsh Fed
May 21, 202622 min
Credit Crunch: TCW’s Miller on Rescue Capital and Direct Lending
May 18, 20261h 2m
EM Lens: Developing a Defensive Response to the Mideast Crisis
May 15, 202623 min
State of Distressed: Trucano on Distressed Investing’s Evolution
May 15, 20261h 56m
Macro Matters: NISA Investments’ Douglass on Fed, Fiscal Outlook
May 14, 202624 min
Credit Crunch: UK Crisis, Private and Middle-Market Credit
May 13, 202645 min
FX Moment: Sterling, UK Politics; What Can Take Dollar-Yen Lower
May 12, 202632 min
Macro Matters: BI’s Ira Jersey Talks Fed & US Rates Outlook
May 7, 202611 min