The Credit Edge by Bloomberg Intelligence
Business

The Credit Edge by Bloomberg Intelligence

by Bloomberg

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

101 episodes
EN-US language
All Episodes
1
BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back
47:40 Mar 19, 2026
2
Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence
48:23 Mar 12, 2026
3
How to Position for a Long War in Iran
35:54 Mar 10, 2026
4
Capital Group Spies High-Yield Software Opportunity in Debt Meltdown
47:58 Mar 5, 2026
5
Bain Sees Software Debt Defaults Spiking
44:21 Feb 26, 2026
6
Acadian Sees Quants Moving to Loans, CLOs
47:29 Feb 19, 2026
7
The Big MBS Trade Has Legs Even After Government Buys, Says Clark
47:47 Feb 12, 2026
8
Tech Debt Binge Is Just Getting Started
30:07 Feb 10, 2026
9
Distressed Buyer H.I.G. Sees Most Loan Distress in Years (Podcast)
43:56 Feb 5, 2026
10
Pimco’s President Says Private Debt Investors Are Blind to the Risks
58:06 Jan 29, 2026
11
Seix Fears More Zombie Borrower Distress as Interest Rates Stay High
44:22 Jan 22, 2026
12
Neuberger Sees More Gain Than Pain in Private Debt Market
45:59 Jan 15, 2026
13
The Long Road to Making Venezuela's Debt and Oil Investable Again
31:32 Jan 13, 2026
14
Inside ‘the Everything Bubble’ With RBA
46:30 Jan 8, 2026
15
Newfleet Warns of ‘No Free Lunch’ in AI Debt Funding Frenzy
41:33 Dec 18, 2025
16
KKR Is Hunting for Yield in European and Japanese Credit Markets
44:25 Dec 11, 2025
17
Barclays’ Rogoff Sees Risk of AI Bust as Debt Issuance Ramps Up
46:30 Dec 4, 2025
18
Arini Says European Private Credit Has the Edge Over US Market
48:27 Nov 26, 2025
19
Vanguard Says Junk Bond Pricing Leaves Little Room for Negative Surprises
48:00 Nov 20, 2025
20
Oaktree Worries About Lack of Discipline in Rush to Fund AI
46:49 Nov 13, 2025
21
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
45:22 Nov 6, 2025
22
Crossmark Says Investors Are Too Complacent About Market Risks
49:46 Oct 30, 2025
23
Monarch Sees Bigger Hazard Than Fraud
45:15 Oct 23, 2025
24
Ares Says Private Lenders Are Better Placed Than Public to Avoid Pain
48:34 Oct 16, 2025
25
Aegon Is Worried About Junk-Debt Blowups
51:10 Oct 9, 2025
26
CLOs Are Tough to Blow Up, Crescent Says
44:33 Oct 2, 2025
27
BlackRock Says CLOs Are Among Best Relative Value Picks in Credit
43:16 Sep 25, 2025
28
Blackstone Says Private Credit Pays a Lot Better Than Liquid Debt Markets
44:02 Sep 18, 2025
29
US Law Firm Gibson Dunn Is Chasing a Big Distressed Debt Opportunity in Europe
44:46 Sep 11, 2025
30
RBC BlueBay Says Public Credit is ‘Far Superior’ to Private Debt
46:40 Sep 4, 2025
31
Moody’s Expects LBOs to Make a Comeback
41:38 Aug 28, 2025
32
Tetragon Sees Midteens Gain in Riskiest CLO Tranche
41:11 Aug 21, 2025
33
Mudrick Sees Seven-Year Default Wave as Rates Stay Up
42:52 Aug 14, 2025
34
Junk Companies Are in Debt Covenant 'La La Land,' Says Fox Legal
43:31 Jul 31, 2025
35
US Billionaires Are Only Just Getting Started on Their Global Sports Invasion
45:45 Jul 24, 2025
36
Private Credit Giant Ares Is Seeing More Defense Opportunities in Europe
43:04 Jul 17, 2025
37
JPMorgan’s Aronov Sees More Junk Firms Struggling to Repay Debts
48:01 Jul 10, 2025
38
Private Credit Heavyweight HPS Sees ‘Huge Opportunity’ in Fund Finance
49:06 Jul 3, 2025
39
Barings Is Seeing More Credit Investor Interest in Europe Amid US Policy Mayhem
47:29 Jun 26, 2025
40
Silver Point Sees ‘Game Over’ for Some Private Debt Funds When Cycle Turns
50:16 Jun 18, 2025
41
PGIM Lauds ‘Bulletproof’ CLOs as Credit Risks Rise
45:16 Jun 12, 2025
42
Credit Market Calm Is at Odds With High Default Risk, Schwab’s Martin Says
46:00 Jun 5, 2025
43
Dimensional Says High-Yield Public Debt Has the Edge Over Private
44:18 May 29, 2025
44
Polus Adds Credit Shorts, Sees Default Mountain Ahead
48:15 May 22, 2025
45
Barclays’ DCM Chief Sees Buyers Longing for Long Bonds
46:08 May 15, 2025
46
Real Estate’s in Trouble as Economy Slows, Says Hines
52:06 May 8, 2025
47
Fridson Sees High Yield Going Distressed in Recession
44:59 May 1, 2025
48
BlackRock Sees Credit Pain as Tariff Confusion Reigns
49:13 Apr 24, 2025
49
Trade War Is Driving Retailers Nuts, Says Alix’s Etlin
43:10 Apr 17, 2025
50
Distressed Specialist Aptior Sees Opportunity in Chaos
47:32 Apr 10, 2025
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