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PODCAST

Cloud 9fin

Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals

business business news

All Episodes

10:29

Subprime Time — What does music royalty ABS look like...

Cloud 9fin ·

2026/10/02

On the pilot episode of Subprime Time — a podcast dedicated to unpacking all things asset-backed finance (ABF) — deputy editor Sasha Padbidri and ABF reporter Harrison Connery dive into the revival of music royalty asset-backed securities. They trace the market’s evolution from “Bowie bonds” to the current impact of generative AI on the asset class. Case in point: if a heartbroken teen can prompt AI to create a custom breakup song that sounds identical to Taylor Swift, what does that mean

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26:45

One does not simply raise €15bn in Europe

Cloud 9fin ·

2026/09/23

While many European direct lenders are struggling to hit their fundraising targets, Hayfin has just pulled in more than €15bn.On Cloud 9fin, Synne Johnsson speaks with Hayfin’s head of direct lending Mark Bickerstaffe about fundraising, deployment and the changing balance of power in European private credit. He explains how investor diversification away from the US has helped Hayfin attract capital.The conversation also examines portfolio resilience, inflation risks and artificial

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13:05

Syndication Nation — Will protein-maxxing keep...

Cloud 9fin ·

2026/09/21

Over the last decade, household name and beloved yogurt brand Chobani has evolved from a capacity-constrained yogurt producer into a credit market darling.But tighter debt pricing is now prompting some of its longtime lenders to walk way even as they praise the business for its success.In this episode of Cloud 9fin’s Syndication Nation, US LevFin reporter David Westenhaver unpacks the interesting backstory behind Chobani with deputy LevFin editor Sasha Padbidri, including its history in the

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38:20

Nube 9fin — Privatizations and concessions across...

Cloud 9fin ·

2026/09/10

Javier Milei’s privatization push is reopening Argentina’s infrastructure to private capital. But turning investor interest into long-term financing hinges on credible contracts, predictable tariffs and stable foreign-exchange rules.In this first episode of a two-part series, 9fin senior credit analyst Marina Varady joins Jimena Vega Olmos, a partner at Beccar Varela, Gonzalo Santamaría, a partner at Marval, and Gustavo Kopyto, a board member at TGN, to assess opportunities across

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46:05

William Cohan reveals how Apollo and Leon Black...

Cloud 9fin ·

2026/09/08

Listen in on a riveting conversation with veteran financial journalist and bestselling author William D. Cohan to discuss his new book, Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street.9fin’s Max Frumes tries to understand just how Cohan gets some of the most influential figures in the history of finance and business to open up to him across his eight books.In this latest book, Cohan takes us inside the world of Leon Black and the creation of

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37:27

LME Doomscrolling — Just because you can, doesn’t...

Cloud 9fin ·

2026/08/31

In this episode of LME Doomscrolling, 9fin’s senior LME lawyer Laurie Tomassian welcomes Bill Derrough, Managing Director and Chairman of the Capital Structure Solutions group at Jefferies.Bill has over three decades of restructuring experience, with a roster of over 600 restructurings completed. What sets his deals apart is a track record of high creditor participation. Over his career, his deals have garnered on average 94% of creditors’ support.He brings a new lens to the LME debate,

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10:19

Syndication Nation — Will rescheduling light up the...

Cloud 9fin ·

2026/08/26

Hemp, hemp, hooray! The cannabis industry rejoiced earlier this year when the Department of Justice officially reclassified state-licensed medical marijuana from Schedule I to Schedule III — placing it in the same category as testosterone, rather than heroin.But the real game-changer for the industry would be expanding Schedule III status to adult-use recreational cannabis, which the DOJ reviewed during formal administrative hearings in July. A broader reclassification would potentially

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22:28

Distressed Diaries — Are football clubs paying too...

Cloud 9fin ·

2026/08/20

The World Cup summer is now a fading memory, but with the Premier League back, Cloud 9fin’s Distressed Diaries keeps football in focus while shining a light on the sector’s financial difficulties. Football clubs were traditionally bankrolled by wealthy men. Successful businessmen channelled their buccaneering instincts into their favourite sport, splurging wealth they made elsewhere. The latest in this long line, Jeff Bezos, Amazon’s founder, is set to buy a stake in Liverpool as part of a

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29:28

Jane’s LME Addiction — BofA drops in on a double...

Cloud 9fin ·

2026/08/10

A New York state judge is preparing to hear a trial between Black Diamond Capital Management and Bank of America, the result of which could provide a better understanding of how lender DQ lists are enforced. In this episode of Cloud 9fin, Jane Komsky unpacks the case and the potential impacts on the broader market with Polsinelli restructuring chair David Karp and 9fin reporter Tom Quinn.The discussion examines the three questions now facing the court: whether Bank of America should have

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28:01

Eat, sleep, drive — Breaking down the Del Monte,...

Cloud 9fin ·

2026/07/21

Judge Lopez’s Serta ruling lands after Del Monte and American Tire, putting pro rata sharing, sacred rights and LME damages back in the spotlight.Ropes & Gray’s Rachel Strickland and Eliza Hollander join 9fin Head of LMEs Jane Komsky to parse what these three cases mean for the future of in-court and out-of-court restructurings.The trio compares Judge Lopez, Judge Kaplan and Judge Goldblatt’s approaches to similar pro rata sharing language in very different settings: Serta outside

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21:43

JP Morgan’s $1.5tn SRI targets Europe’s security...

Cloud 9fin ·

2026/07/15

Daniel Rudnicki Schlumberger, a 30-year JP Morgan veteran, sits down with senior leveraged finance reporter Nicolle Liu to unpack how the bank is exporting its Security and Resiliency Initiative (SRI) from the US to EMEA — mobilizing private capital for the sectors governments now treat as strategic.Schlumberger also discusses:The $1.5trn, 10-year target and the full capital stack behind it: balance-sheet lending, syndicated loans, high yield, equity private placements, IPOs, venture and

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29:00

Can Indian private credit growth hit 30%?

Cloud 9fin ·

2026/07/09

India’s private credit market is moving from IBC-era rescue finance to a broader asset class. Performing credit is hot, but complexity-driven capital remains scarce and potentially higher alpha.InCred Alternatives’ Ankur Jain, who is a managing director for private credit strategies, tells 9fin APAC reporter Rajhkumar Shaaw about a market that is still only about $25bn-$30bn in AUM, or 0.6% of GDP, but growing at roughly 25% CAGR.Jain also unpacks India’s private credit boom, why global

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25:38

Claude Code shook credit. What breaks next?

Cloud 9fin ·

2026/07/02

A major theme of the first half of 2026 was Anthropic’s Claude Code triggering a software sell-off that is still reshaping private credit, BSL and distressed debt. In the latest episode of Cloud 9fin Dan Mika, Anna Russi and Samantha Stokes unpack the first half of the year and what shocks await in the second half.The team reviews a volatile first half that began with optimism around M&A, Hologic, Electronic Arts and new-money LBO supply, before the software sell-off and Iran war

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19:59

El Niño is Spanish for … The Niño

Cloud 9fin ·

2026/06/26

El Niño is back, and *Cloud 9fin’*s LatAm and CEEMEA editors see credit risks spreading across energy, agriculture and sovereign balance sheets.Deputy LevFin Editor Sasha Padbidri speaks with LatAm Editor Xochitl Herrera and CEEMEA Editor Dan Alderson on how worsening weather shocks are feeding into leveraged credit and emerging market risk.In Colombia, drought could cut hydropower output just as gas production falls, forcing more imports while Canacol works through a Canadian restructuring

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26:44

Stepping into the ‘Archieverse’

Cloud 9fin ·

2026/06/11

When an announcement was made last year that Universal Studios was making a movie about Archie Andrews produced by Hollywood heavyweights, it should have been a victory for one of comics’ most enduring franchises. Instead, it triggered a legal war which ties up a Beverly Hills mansion, accusations of threats fit for an “organized crime figure” and a much-awaited movie on the line.With a UCC foreclosure auction set for June 15, the fate of Archie Andrews — and the Archie Comics empire —

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29:28

The In-court Report — What Bitcoin Depot’s bankruptcy...

Cloud 9fin ·

2026/06/09

Bitcoin Depot went from a $600m, publicly-traded business to bankrupt in a matter of months, but the story around the company and other crypto ATM providers has been brewing for years. We happen to have just the guy on staff to break it all down.In this episode of Cloud 9fin, head of bankruptcy Cat Corey talks with senior LevFin reporter Dan Mika about his previous reporting on the crypto ATM industry’s history of targeting neighborhoods of color, and how it has become a favorite tool for

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39:20

Syndication Nation — The tie-up between insurance and...

Cloud 9fin ·

2026/06/05

In our latest episode of Syndication Nation, leveraged finance reporter Sunny Oh sits down with Mark Melchiorre, chief investment officer of Forza Investment Group, to discuss how insurance-focused asset managers are helping to finance America’s new “Manhattan Project” — the rapid buildout of tech and AI-driven digital infrastructure.Melchiorre discusses his journey through credit markets and the appeal of hybrid capital in a world of growing dispersion. He also talks about the prospects

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40:39

Private Chat — Fundraising and secondaries during...

Cloud 9fin ·

2026/06/01

It seems that over the past few months, you could sum up the troubles facing private credit with one word: ‘illiquidity.’ This is a key tenet of the asset class, and it is often cited among the reasons for private credit’s premium. But it also can pose challenges, as seen through record redemption requests from non-traded BDCs and the dilemma of managing the tail end of a fund’s life.Two paths to manage those challenges are to raise more money and engage in secondary transactions. So, who

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20:19

Distressed Diaries — Will the SUNs shine on Arxada...

Cloud 9fin ·

2026/05/29

Sponsors Bain and Cinven are confident creditors will approve the A&E deal for Arxada, despite opposition from its senior unsecured bondholders. But is that confidence based on sunny optimism?9fin sources say negotiations are ongoing with the SUNs in the background as the deadline to sign up for the deal is today (28 May). The company may look to extend by a day, Cinven partner Christopher Anderson, said on a Q1 26 earnings call yesterday (27 May).The company received over 90% support

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24:13

Syndication Nation — From mega-cap to megawatts: How...

Cloud 9fin ·

2026/05/27

In our latest episode of Syndication Nation, US investment grade editor William Hoffman and senior leveraged finance reporter Sunny Oh discuss one of the hottest topics in corporate credit — data center bonds.With billions of dollars of fresh debt hitting both high-grade and high-yield markets to finance the AI infrastructure buildout, investors are being asked to underwrite these project finance-type deals. That’s changing the job of the average tech credit analyst, forcing them to

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