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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
Europe
Geopolitical Risks
Tariffs
Private Credit Markets
Retail Investors
Geopolitical Concerns
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.

PublishesWeeklyEpisodes47Foundeda year ago
Number of ListenersCategories
InvestingBusiness NewsBusinessNews

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Artwork for Credit Exchange

Latest Episodes

“Whether it be in the high yield bond market or in the leveraged loan market, even the hint or threat of AI impeding on really any sector – you see pretty significant downside,” says Mitch Garfin, co-head of leveraged finance at the world’s largest a... more

“It’s going to be a slow build, and we think a sustained multi-year increase in activity,” says David Miller, head of private credit and equity at Morgan Stanley Investment Management, on the latest episode of Credit Exchange with Lisa Lee, speaking ... more

R.J. Gallo, deputy CIO of fixed income at Federated Hermes, addresses the recent DOJ move to investigate Federal Reserve chairman Jerome Powell and the possible impact on monetary policy, on the latest episode of ‘Credit Exchange with Lisa Lee’.

Gal... more

“I come into the year extremely bullish about fixed income and credit in general,” says John Lloyd, global head of multi-sector credit at Janus Henderson, on the latest episode of Credit Exchange with Lisa Lee. The asset manager oversees nearly half ... more

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Recent Guests

David Miller
Global Head of Private Credit and Equity at Morgan Stanley Investment Management
Morgan Stanley
Episode: We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
RJ Gallo
Deputy CIO of fixed income at Federated Hermes, a global investment firm
Federated Hermes
Episode: FOMC members may not embrace Trump’s pick for Fed chair – Federated Hermes deputy CIO of fixed income R.J. Gallo
John Lloyd
Global head of multi-sector credit at Janus Henderson.
Janus Henderson
Episode: Bullish outlook for 2026 – Janus Henderson head of multi-sector credit John Lloyd
Tom Majewski
Founder and managing partner of Eagle Point Credit Management, the world's largest investor in CLO equity.
Eagle Point Credit Management
Episode: Unpacking First Brands, rise of coercive restructurings – Eagle Point founder Tom Majewski
Cindy Beaulieu
Chief Investment Officer at Conning North America
Conning North America
Episode: We are in a ‘stretched K-shape’ economy – Conning North America CIO Cindy Beaulieu
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

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 Kingdom7 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.

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Talking Points

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We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
Q: What are the risks that you see?
The potential for economic uncertainty impacting deal activity is a concern, particularly regarding employment and income trends.
We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
Q: Do you see any systemic worries in private credit?
We don't see any real risk in private credit from a systemic perspective, as the system has been largely de-risked.
We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
Q: What is your outlook for the private credit market?
The environment has been good despite the headlines, with low default rates and healthy portfolio performance.
We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
Q: Do you expect LBO activity on the horizon?
Yes, we're seeing a steady improvement in activity, particularly in the middle market.
We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller
Q: What is your macroeconomic forecast?
We're generally pretty supportive of this economy, with strong labor market conditions and favorable income trends.

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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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Which podcasts are similar to Credit Exchange?

These podcasts share a similar audience with Credit Exchange:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Dry Powder: The Private Equity Podcast
3. Exchanges
4. Making Sense
5. The Markets

How many episodes of Credit Exchange are there?

Credit Exchange launched a year ago and published 47 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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What guests have appeared on Credit Exchange?

Recent guests on Credit Exchange include:

1. David Miller
2. RJ Gallo
3. John Lloyd
4. Tom Majewski
5. Cindy Beaulieu
6. Fabianna Del Canto
7. Gary Zhu
8. Matt King

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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