Recent Episodes
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Volatility Settles, “Dangerous” Finance, and Slowdown Approaching
Jun 6, 2025 – 10:35 -
Credit Scarcity, Debt and Deficits, and Markets’ Round Trip
May 30, 2025 – 10:38 -
Dimon on Credit, Growth Catalysts, and Earnings Outlook
May 23, 2025 – 10:40 -
Exuberance, Labor Strength, and Walmart’s Outlook
May 16, 2025 – 10:21 -
Falling Oil, Tariff Impact, and Credit Appeal
May 9, 2025 – 09:27 -
Complacency, Trade Progress, and European Appeal
May 2, 2025 – 12:34 -
Consumer Finance Guidance, Consumer Spending, and The Forward Look
Apr 25, 2025 – 11:10 -
Dow and United Airlines, Big Bank Credit Color, and Consumer Hard Data
Apr 18, 2025 – 10:38 -
Policy Guardrails, Private Credit Shock Absorber, Canada and Mexico
Apr 11, 2025 – 11:05 -
Tariff Shock, What Will the Fed Do, and Economic Defense
Apr 4, 2025 – 09:10 -
Recession Risk, C-Suite Sentiment, and Time for Credit
Mar 28, 2025 – 10:31 -
Strength Into Transition, April 2, and Fed Tea Leaves.
Mar 21, 2025 – 10:10 -
Fed Cuts, Airline Read-Across, Syndicated Loan Quality
Mar 14, 2025 – 11:37 -
Stagflation risk, Growth Scare, and Equities vs. Credit
Mar 7, 2025 – 10:52 -
Cooling Growth, Jobs’ Sentiment Shift, Technical Strength
Feb 28, 2025 – 10:45 -
Homebuilder Blues, Walmart Guidance, and Tight Spreads
Feb 21, 2025 – 11:16 -
Euphoria Downside, M&A Downdraft, and 10-Year Direction
Feb 14, 2025 – 10:30 -
Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
Feb 7, 2025 – 10:40 -
Blackstone Blowout, GDP Miss, and Default Forecasts
Jan 31, 2025 – 14:46 -
Labor Risks, Tariff Time, and Updated Forecasts.
Jan 24, 2025 – 11:01 -
Inauguration Bluster, Big Bank Credit Color, and Sentiment Shift
Jan 17, 2025 – 12:13 -
10-Year Blues, Uncertainty, and Credit Card Defaults
Jan 10, 2025 – 11:22 -
Peak Trump, Animal Spirits, and Debt Warning
Dec 13, 2024 – 10:17 -
Spread Risks, U.S. As Bubble, and Holiday Spending
Dec 5, 2024 – 10:46 -
Chinese Volatility, Private Credit’s Runway, and Bank Lending.
Nov 15, 2024 – 10:06 -
Animal Spirits, Mid-Market Loan Quality, and Higher for Longer II?
Nov 8, 2024 – 10:17 -
U.S. Consumer, D.R. Horton, and Bush/Gore Redux?
Nov 1, 2024 – 09:25 -
U.S. Exceptionalism, Reality Check, and Illiquidity Premium.
Oct 25, 2024 – 11:07 -
Tight Spreads, Big Bank Credit Color, and Consumer Expectations
Oct 18, 2024 – 11:07 -
Recession Probabilities, Jobs Data, and Q3 Earnings
Oct 11, 2024 – 10:07 -
Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update
Oct 4, 2024 – 13:12 -
Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock
Sep 27, 2024 – 11:25 -
Fed’s Big Move, Credit Exuberance, and Post-Cut Expectations
Sep 20, 2024 – 10:21 -
Bank Warnings, Small Business Struggles, and Post-Inflation Risks
Sep 13, 2024 – 11:32 -
Savings Rate, 2025 Earnings, and Beige Book
Sep 6, 2024 – 10:47 -
Debt Buildup, Travel Blues, Jackson Hole
Aug 23, 2024 – 11:45 -
Behavioral Drag, Growth Fuel, and Walmart’s Significance
Aug 16, 2024 – 11:25 -
Compressed Spreads, Abundant Liquidity, and Texas Downdraft
Aug 2, 2024 – 11:21 -
Rate Cuts, Hot GDP, and Two Economies’ Delinquencies
Jul 26, 2024 – 11:51 -
Darkening Credit Markets, Updated Forecasts, Citigroup’s Consumer Results
Jul 19, 2024 – 15:01 -
Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
Jul 12, 2024 – 11:28 -
Capex Canary, CRE’s Broader Threat, and Election Tailwind
Jun 28, 2024 – 11:27 -
Bulls’ Run, Politics of Rates, Aviation
Jun 21, 2024 – 09:06 -
Visibility, Financial Conditions, and Tech Impact
Jun 14, 2024 – 10:24 -
Bank Risk, Corporate Versus ABS Spreads, and ECB’s Rate Cut
Jun 7, 2024 – 11:35 -
Private Placements, Fallen Angels, and Housing
May 31, 2024 – 10:09 -
Fiscal Deficits, Seeing Around Corners, and Fundamentals Checkup
May 24, 2024 – 11:28 -
Inflation, Two Economies, and Vanishing Excess Savings
May 17, 2024 – 11:10 -
Credit Card Losses, Bank Risk Appetite, Private Credit’s Middle Market Trends
May 10, 2024 – 10:49 -
Good Things Fading, Bankruptcy Trends, and Thresholds That Shift Sentiment
May 3, 2024 – 11:00
Recent Reviews
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Dr ChezwickGreat weekly podcastGreat weekly insights into credit trends
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