x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Van Hesser"s 3 Things in Credit - A KBRA Podcast

Each week, KBRA"s Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

news business news

All Episodes

9:32

Peak Trump, Animal Spirits, and Debt Warning

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/12/13

This week, our 3 Things are:Peak Trump. Are we there yet? Animal spirits. The NFIB survey suggests it’s real. Debt warning. The BIS issues a sobering missive.

en

10:01

Spread Risks, U.S. As Bubble, and Holiday Spending

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/12/05

This week, our 3 Things are:The risk to spreads. Remember, no one likes inflation. The threat of U.S. exceptionalism. Is it the mother of all bubbles? Holiday spending. Consumers and retailers have differing views.

en

9:21

Chinese Volatility, Private Credit’s Runway, and Bank...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/11/15

This week, our 3 Things are:Chinese volatility. Its economic struggles are a double-edged sword to risk markets. Private credit’s runway. It’s significantly under-allocated, but not likely to stay that way. Bank lending. They’ve got money to go, as long as you’re on the right side of our “Two Economies.”

en

9:32

Animal Spirits, Mid-Market Loan Quality, and Higher...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/11/08

This week, our 3 Things are:Animal spirits. Reward, then risk. Mid-market loan quality. KBRA’s latest research reveals an interesting turn. Higher for Longer II? The rates outlook comes with a cost.

en

9:25

U.S. Consumer, D.R. Horton, and Bush/Gore Redux?

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/11/01

This week, our 3 Things are:The U.S. consumer. Is that remarkable resilience about to slow? D.R. Horton. The story behind the miss. Bush/Gore redux? Tuesday is not likely to be the end of this election.

en

10:22

U.S. Exceptionalism, Reality Check, and Illiquidity...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/10/25

This week, our 3 Things are:U.S. exceptionalism. What’s driving it? Reality check. We’ll check in on two broad-based barometers of economic growth. Illiquidity premium. Here’s how Blackstone sees it.

en

11:07

Tight Spreads, Big Bank Credit Color, and...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/10/18

This week, our 3 Things are:Tight Spreads. What to make of them? Big Bank Credit Color: Fresh earnings releases reveal how their credit exposure has performed, along with how they see it progressing. Consumer Expectations. We’ll dig into the New York Fed’s latest survey.

en

10:07

Recession Probabilities, Jobs Data, and Q3 Earnings

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/10/11

This week, our 3 Things are:Recession probabilities. We’ll take a look globally as we enter the easing cycle in the West. Jobs data. You know what the BLS says. Do you believe it? Q3 earnings. We’ll take a look at what’s ahead.

en

13:12

Apollo’s Vision, CRE’s Stability, and Default and...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/10/04

This week, our 3 Things are:1. Apollo’s vision. Growth of private investment-grade credit has implications for portfolio construction. 2. CRE’s stability. In the aggregate, it’s alright. 3. Default and recoveries update. Eric Rosenthal joins for his latest update.

en

11:25

Robust Earnings Growth Forecast, CFO Sentiment, Trade...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/09/27

This week, our 3 Things are:1. Robust earnings growth forecast. Does that make sense? 2. CFO sentiment. We get conflicting views from two surveys. 3. Trade shock. Keep an eye on the Longshoremen.

en

10:21

Fed’s Big Move, Credit Exuberance, and Post-Cut...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/09/20

This week, our 3 Things are:1. Fed’s Big Move. A half point breaks convention. Is it necessary? 2. Credit exuberance. Is relative value still strong? 3. Post-cut expectations. What does history tell us?

en

11:32

Bank Warnings, Small Business Struggles, and...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/09/13

This week, our 3 Things are:1. Bank warnings. You’ll want to be aware of what Ally Financial is experiencing. 2. Small business struggles. Signals are not reassuring from the sector that accounts for 40% of GDP. 3. Post-inflation risks. It’s time to move your central bank obsession to the back burner.

en

10:47

Savings Rate, 2025 Earnings, and Beige Book

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/09/06

This week, our 3 Things are:1. Savings rate. It’s either a sign of exuberance or something else. 2. 2025 earnings. Do the forecasts square up with the macro view? 3. Beige Book blues. Slowing is now consensus.

en

11:45

Debt Buildup, Travel Blues, Jackson Hole

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/08/23

This week, our 3 Things are:1. Debt buildup. Keep an eye on the public sector. 2. Travel blues. An upcoming grounding. 3. Jackson Hole. A lot of topics, one course of action.

en

11:25

Behavioral Drag, Growth Fuel, and Walmart’s Significance

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/08/16

This week, our 3 Things are:1. Behavioral drag. Risk appetite changes as growth slows. 2. Growth fuel. You’ll miss these things when they’re gone. 3. Walmart’s significance. Macro signals from a bellwether.

en

11:21

Compressed Spreads, Abundant Liquidity, and Texas...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/08/02

This week, our 3 Things are:1. Spread compression. Does this make sense heading into slowdown? 2. Abundant liquidity. One asset manager says credit is overbought as a result. We’ll explore. 3. Texas downdraft. This caught us by surprise.

en

11:51

Rate Cuts, Hot GDP, and Two Economies’ Delinquencies

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/07/26

This week, our 3 Things are:1. Rate cuts. Here are some grounding points around this upcoming paradigm shift. 2. Where is the slowdown? Q2 GDP blows away the consensus. Does that change things? 3. Consumer loan deterioration in a low unemployment environment. This cycle is different.

en

15:01

Darkening Credit Markets, Updated Forecasts,...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/07/19

This week, our 3 Things are:Darkening Credit Markets. A warning or just another myth? Second Half Forecasts. See if you agree. Citigroup’s Disappointing Consumer Results. A canary in the coal mine?

en

11:28

Second Half [2024] Themes, Earnings Season, and...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/07/12

This week, our 3 Things are:1. Second-half [2024] themes. Moving on from inflation. 2. Earnings season. Pepsi, Delta, and ConAgra report—and reality bites. 3. Goldilocks challenged. Two charts we came across don’t fit the narrative.

en

11:27

Capex Canary, CRE’s Broader Threat, and Election...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/06/28

This week, our 3 Things are:1. Capex canary in the coal mine. The capacity is there, but the willingness? 2. Commercial real estate threat. The federal government is out with a view. 3. Presidential elections. We found one way it materially impacts credit markets.

en

217 results

Similar Podcasts

Expres Ráno

Expres FM

PBS News Hour - Full Show

PBS NewsHour

CD Voice

China Daily

Israel Today: Ongoing War Report

Noa Levi

Jeffrey Epstein: The Coverup Chronicles

Bobby Capucci