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Credit Exchange with Lisa Lee

ION Group
Private Credit
Credit Markets
Ares
Asset-Based Finance
Investment-Grade Private Credit
M&A Markets
European Direct Lending
M&A Activity
Covid-19
Geopolitical Risks
Europe
Tariffs
Private Credit Markets
Geopolitical Concerns
Retail Investors
Collateralized Loan Obligations
Investment Grade Bonds
Tariff Wars
Federal Reserve
Mergers and Acquisitions

Credit Exchange with Lisa Lee. Explore the latest trends in global credit markets with the biggest movers and shapers on Wall Street and the City, hosted by financial reporting veteran Lisa Lee.

PublishesWeeklyEpisodes42Foundeda year ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Latest Episodes

The degree of inflation the past few years has stretched the ‘K’ that defines the K-shaped economy, says Cindy Beaulieu, chief investment officer at Conning Noth America, in the latest ‘Credit Exchange with Lisa Lee’ podcast. Asset valuations and hom... more

The driver for 2026 will be the real step-change in capex requirements all around the AI data boom and the needs of hyperscalers, said Fabianna Del Canto, co-head of EMEA capital markets at MUFG, on the latest episode of the ‘Credit Exchange with Lis... more

Innovation on the liability side is allowing insurance companies to change their funding costs and be more competitive, says Gary Zhu, deputy chief investment officer of insurance at AllianceBernstein (AB), in the latest episode of ‘Credit Exchange w... more

The end of the US government shutdown has paved the way for a “renewed melt up,” says Matt King, founder of Satori Insights, on the latest episode of Credit Exchange with Lisa Lee. Not just risk assets like equities and credit, but things like gold a... more

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Recent Guests

Fabianna Del Canto
Co-head of EMEA Capital Markets at MUFG
MUFG
Episode: The AI data boom will drive activity in 2026 – MUFG co-head of EMEA capital markets Fabianna Del Canto
Gary Zhu
Deputy Chief Investment Officer at AllianceBernstein Insurance
AllianceBernstein
Episode: We are seeing an insurance renaissance – AllianceBernstein deputy CIO of insurance Gary Zhu
Matt King
Founder of Satori Insights, formerly of Citi
Satori Insights
Episode: The tide of easy money pushes everything upwards – Satori Insights founder Matt King
Dagmara Michalczuk
Co-Chief Investment Officer at Tetragon Credit Partners
Tetragon Credit Partners
Episode: Lessons learned from First Brands and Tricolor – Tetragon co-CIO Dagmara Michalczuk
Chris Wright
President of Crescent Capital Group, a global credit manager
Crescent Capital Group
Episode: Due diligence matters in credit investing – Crescent president Chris Wright
Bret Leas
Co-head of Asset Based Finance at Apollo Global Management
Apollo Global Management
Episode: ABF increases the lending toolkit – Apollo co-head of asset-backed finance Bret Leas
Jake Pollack
Global Head of Credit Financing at JPMorgan
JPMorgan
Episode: Expect more corporations to default – JPMorgan head of global credit financing Jake Pollack
Greg Peters
Co-Chief Investment Officer at PGIM Fixed Income
PGIM Fixed Income
Episode: There’s tremendous fragility in the system – PGIM co-CIO Greg Peters
Tim Lyne
CEO of Antares Capital, one of the leading private credit firms.
Antares Capital
Episode: Bigger private credit deals will happen – Antares CEO Tim Lyne

Host

Lisa Lee
Host experienced in financial reporting, engaging with top can leaders in the finance sector.

Reviews

4.9 out of 5 stars from 21 ratings
  • Fan of Lisa

    Lisa asks great questions and is able to get great guests because she brings her business perspective and long history covering this space to all her interviews.

    Apple Podcasts
    5
    tomchm
    United Kingdom6 months ago

Listeners Say

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Lisa asks great questions and is able to get great guests because she brings her business perspective and long history covering this space to all her interviews.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#177
Hong Kong/Business/Investing
Apple Podcasts
#202
Denmark/Business/Investing
Apple Podcasts
#204
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Lessons learned from First Brands and Tricolor – Tetragon co-CIO Dagmara Michalczuk
Q: What are some sectors that you would advise us to avoid right now?
Sectors to avoid include cyclicals like software and technology, chemicals, and automobiles due to ongoing economic and tariff-related challenges.
Lessons learned from First Brands and Tricolor – Tetragon co-CIO Dagmara Michalczuk
Q: What takeaway do you want your managers from these situations?
Key takeaways include ensuring proper due diligence at the outset, understanding credit sizing, and reacting promptly to changes in circumstances.
Bigger private credit deals will happen – Antares CEO Tim Lyne
Q: What are your concerns and excitements in this market?
I'm excited about geographic expansion and bigger opportunities, but worried about market saturation and fee compression.
Bigger private credit deals will happen – Antares CEO Tim Lyne
Q: How much is the monetary backdrop supportive of M&A and LBOs?
The Fed is walking a tightrope between weak labor conditions and inflation, affecting M&A and LBO activities.
Bigger private credit deals will happen – Antares CEO Tim Lyne
Q: What do you think is probably the max that you could comfortably do at the market right now?
It depends on how many lenders the private equity sponsor is willing to have in their deal.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Credit Exchange

What is Credit Exchange about and what kind of topics does it cover?

This podcast provides insights into global credit markets by featuring top industry experts who discuss key trends and challenges facing the finance sector. Each episode typically explores the complexities surrounding credit, including investment strategies, the impact of economic policies, and the latest developments influencing market dynamics. Noteworthy discussions often revolve around macroeconomic factors, corporate financing, private equity, and significant market indicators, making it a valuable resource for listeners seeking to understand contemporary financial landscapes and investment opportunities.

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How many subscribers and views does Credit Exchange have?

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Which podcasts are similar to Credit Exchange?

These podcasts share a similar audience with Credit Exchange:

1. The Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. FICC Focus
4. The Insight by Oaktree Capital
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Credit Exchange are there?

Credit Exchange launched a year ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Credit Exchange?

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Where can I see ratings and reviews for Credit Exchange?

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What guests have appeared on Credit Exchange?

Recent guests on Credit Exchange include:

1. Fabianna Del Canto
2. Gary Zhu
3. Matt King
4. Dagmara Michalczuk
5. Chris Wright
6. Bret Leas
7. Jake Pollack
8. Greg Peters

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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