Van Hesser's 3 Things in Credit - A KBRA Podcast

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Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

Recent Episodes
  • 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
  • Dr Chezwick
    Great weekly podcast
    Great weekly insights into credit trends
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