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Recent episodes
What We’re Watching, Defaults Two Ways, and Oil Price Perspective
May 1, 2026
11m 26s
What We’re Watching, Defaults Two Ways, and Oil Price Perspective
May 1, 2026
Unknown duration
Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism
Apr 24, 2026
Unknown duration
Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours
Apr 17, 2026
Unknown duration
Resiliency, Dimon on Credit, Consumer Trends
Apr 10, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/1/26 |  What We’re Watching, Defaults Two Ways, and Oil Price Perspective✨ | market analysisdefaults+3 | — | KBRAForward Look | Oil | defaultsoil prices+3 | — | 11m 26s | |
| 5/1/26 | What We’re Watching, Defaults Two Ways, and Oil Price Perspective✨ | market analysisdefaults+3 | — | KBRAForward Look | Oil | defaultsoil prices+3 | — | — | |
| 4/24/26 | Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism | This week, our 3 Things are:Earnings growth. One observer describes earnings growth as “soaring.” Is that right?Bank exposure to nonbanks. Should we be worried about the linkage?Constructive pessimism. It’s present and it’s bondholder-friendly. | — | ||||||
| 4/17/26 | Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours | This week, our 3 Things are:1. Growth shock vs. inflation shock. What’s the biggest risk?2. Big bank credit color. Real-time read on credit from the largest lenders.3. IMF sours. Its latest forecasts recognize a laundry list of risks. | — | ||||||
| 4/10/26 | Resiliency, Dimon on Credit, Consumer Trends | This week, our 3 Things are:Resiliency. The U.S. economy has demonstrated that in spades. But is it sustainable?Dimon on credit. Getting past the headlines.Consumer trends. We identify three flying under the radar. | — | ||||||
| 3/27/26 | Shock Risk, Loan Growth Surge, and Earnings Relief | This week, our 3 Things are:1. Shock risk. Risk is rising, but will credit reprice?2. Loan growth surge. Where did that come from?3. Earnings relief. Good news is on the horizon. | — | ||||||
| 3/20/26 | Earnings vs. Oil, Systemic Leverage, and Stagflation | This week, our 3 Things are:1. Earnings vs. oil. We have an interesting comparison between the two.2. Systemic leverage. Don’t lose sight of where we stand.3. Stagflation. Is it really back? | — | ||||||
| 3/13/26 | Bond Havens, Oracle Reassures, and Risk Reprice | This week, our 3 Things are:1. Bond havens. The flight to quality has shifted.2. Oracle reassures. An AI lightning rod reports earnings and outlook.3. Risk reprice. Where is it happening? | — | ||||||
| 3/6/26 | Productivity Boom or Savings Drain, Labor Pessimism, and Inflation Pressure | This week, our 3 Things are:Productivity boom or savings drain? Peeling the onion on sources of growth.Labor pessimism. Is the jobs picture really “weak and fragile”? Inflation pressure. It’s building. | — | ||||||
| 2/26/26 | Fed in Flux, Single-Bs Widening, and HALOs | This week, our 3 Things are:1. Fed in flux. Moving toward neutral.2. Single-Bs widening. What does it signal?3. HALOs. A new investing acronym and a sign of the times. | — | ||||||
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| 2/20/26 | Delinquencies Warning, Utilities Unicorns, and K-Shapes | This week, our 3 Things are:1. Delinquencies warning. Is that really a thing???2. Utilities unicorns. Can a sector be both defensive and growth?3. K-Shapes. They’re present in places beyond the consumer. | — | ||||||
| 2/13/26 | Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance | This week, our 3 Things are:1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data.2. Labor’s lost leverage. More of the economic spoils are going to capital—is that a bad thing?3. Rising hyperscaler issuance. Massive new issue supply is forcing investors to rethink the status quo. | — | ||||||
| 2/6/26 | Margin Lift, Excitable Risk, and The Path of Interest Rates | This week, our 3 Things are:Margin lift. They’re high and expected to go higher.Excitable risk. Volatility is back. Just how much matters to credit fundamentals?The path of interest rates. The consensus is calling for a 4-bp range for the 10-year over the next six quarters. What does that tell you? | — | ||||||
| 1/30/26 | What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts | This week, our 3 Things are:1. What we’re watching. Here’s what we believe will shape credit valuation over the near-term.2. Visa/Mastercard spending update. The latest read from the global payments titans. 3. KBRA DLD default forecasts. Our own Eric Rosenthal weighs in with his outlook for 2026. | — | ||||||
| 1/23/26 | Bond Vigilantes, The Cost of Gloom, and Biggest Risks | This week, our 3 Things are:Bond vigilantes. Volatility has come to sovereign debt markets. What’s next?The cost of gloom. The Economist newspaper says it’s the world’s main economic risk. Biggest risks. Speaking of risk, here’s what market participants believe pose the biggest risk to market stability. | — | ||||||
| 1/16/26 | Housing Headwinds, Big Bank Credit Color, Supply Surge | This week, our 3 Things are:1. Housing headwinds. Are we close to unlocking real value? 2. Big bank credit color. Where did the cockroaches go? 3. Supply surge. 2026 figures to see record-setting issuance. What does it mean for spreads? | — | ||||||
| 1/9/26 | Economic Tension, Fed Decision-Making, and Trigger Points | This week, our 3 Things are:1. Economic tension. Underneath the Goldilocks data are a number of competing forces. 2. Fed decision-making. Changes are afoot. 3. Trigger points. Where does risk reprice? | — | ||||||
| 12/19/25 | Oil Glut, Credit Cycle, and 2026 Themes | This week, our 3 Things are:Oil glut. The price of the commodity has plunged and is likely to stay that way in 2026.Credit cycle. Phases are irregular, and the conditions for pushing into recession are dormant. 2026 themes. We tally up things worth watching. | — | ||||||
| 12/12/25 | Spread Wideners, Private Credit Color, 2026 Risks | This week, our 3 Things are:1. Spread wideners. Dormant forces have awakened. 2. Private credit color. Fresh views from Goldman’s financials conference. 3. 2026 risks. A better-than-expected 2025 is no reason for complacency. | — | ||||||
| 12/5/25 | Coming Tailwinds, Fed Drama, and Private Credit Data Update | This week, our 3 Things are:Coming tailwinds. Sizable stimulus is set to hit in 2026. Fed drama. It seeped into markets this week. Is it here to stay? Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic. | — | ||||||
| 11/21/25 | Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit | This week, our 3 Things are:Home Depot’s warning. Consumer durability is under pressure.Private credit growth. Tracking leveraged finance growth is more relevant. AI bubble and credit. Much-needed perspective on the topic of the day. | — | ||||||
| 11/14/25 | Holiday Spending, Surging Earnings, and Senior Loan Officer Color | This week, our 3 Things are:Holiday spending. Will the wealthiest among us offset the headwinds?Surging earnings. It’s more than just mega tech. Senior Loan Officer color. After Tricolor and First Brands, the Fed’s out with its latest survey. | — | ||||||
| 11/7/25 | Private Credit Color, Reduced Uncertainty, and Consumer Belt Tightening | This week, our 3 Things are:Private credit color. Two big lenders weigh in with what they are seeing.Reduced uncertainty. Wait a minute! There’s plenty of uncertainty, right? Consumer belt tightening. It’s spreading. | — | ||||||
| 10/31/25 | Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut | This week, our 3 Things are:Consumer no confidence. Surveys, for what they’re worth, are headed in the wrong direction. Credit course correction. Lenders everywhere are scrubbing portfolios and processes. That comes at a cost. To cut or not to cut. All of a sudden, December’s in play. | — | ||||||
| 10/24/25 | GM Blowout, U.S. Consumer, Bubbles | This week, our 3 Things are:GM blowout. What does this signal about the broader economy? U.S. consumer. We’ve got useful updates on loan quality and spending strength. Bubbles. The chatter is increasing. We’ve got some thoughts. | — | ||||||
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Chart Positions
8 placements across 8 markets.
Chart Positions
8 placements across 8 markets.