Podcast

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

Author: KBRA
Feed episode count: 243
Official site: https://www.krollbondratings.com/
RSS: https://anchor.fm/s/109cbc12c/podcast/rss
JSON: /v1/public/podcasts/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838
Markdown: /podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838.md

Summary

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.

Episodes

Jun 5, 2026 · not_requested

Hyperscaler Debt Issuance, Next-Wave Growth, and Industrial Renaissance

Duration seconds: 490
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Hyperscaler-Debt-Issuance--Next-Wave-Growth--and-Industrial-Renaissance-e3kclg8

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May 29, 2026 · not_requested

Waller Redirect, Income Slowdown, and 2026 Default Forecasts.

Duration seconds: 825
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Waller-Redirect--Income-Slowdown--and-2026-Default-Forecasts-e3k2oku

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May 21, 2026 · not_requested

Rates’ Risk, Stock vs. Bond Volatility, and Consumer Color.

Duration seconds: 729
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Rates-Risk--Stock-vs--Bond-Volatility--and-Consumer-Color-e3jn32q

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May 15, 2026 · not_requested

Jobs Rebound, Shock Watch, and Historic Uncertainty.

Duration seconds: 553
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Jobs-Rebound--Shock-Watch--and-Historic-Uncertainty-e3jdnuq

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May 8, 2026 · not_requested

Changing Narratives, Earnings Surge, and Nonlinear Oil Move

Duration seconds: 541
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Changing-Narratives--Earnings-Surge--and-Nonlinear-Oil-Move-e3j3d7q

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May 1, 2026 · not_requested

What We’re Watching, Defaults Two Ways, and Oil Price Perspective

Duration seconds: 686
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/What-Were-Watching--Defaults-Two-Ways--and-Oil-Price-Perspective-e3ion8v

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Apr 24, 2026 · not_requested

Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism

Duration seconds: 704
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Earnings-Growth--Bank-Exposure-to-Nonbanks--and-Constructive-Pessimism-e3idomu

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Apr 17, 2026 · not_requested

Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours

Duration seconds: 751
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Growth-Shock-vs--Inflation-Shock--Big-Bank-Credit-Color--and-IMF-Sours-e3i2g46

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Apr 10, 2026 · not_requested

Resiliency, Dimon on Credit, Consumer Trends

Duration seconds: 698
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Resiliency--Dimon-on-Credit--Consumer-Trends-e3hlq93

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Mar 27, 2026 · not_requested

Shock Risk, Loan Growth Surge, and Earnings Relief

Duration seconds: 681
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Shock-Risk--Loan-Growth-Surge--and-Earnings-Relief-e3h2eo0

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Mar 20, 2026 · not_requested

Earnings vs. Oil, Systemic Leverage, and Stagflation

Duration seconds: 546
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Earnings-vs--Oil--Systemic-Leverage--and-Stagflation-e3go4ej

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Mar 13, 2026 · not_requested

Bond Havens, Oracle Reassures, and Risk Reprice

Duration seconds: 578
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Bond-Havens--Oracle-Reassures--and-Risk-Reprice-e3gd5t1

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Mar 6, 2026 · not_requested

Productivity Boom or Savings Drain, Labor Pessimism, and Inflation Pressure

Duration seconds: 591
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Productivity-Boom-or-Savings-Drain--Labor-Pessimism--and-Inflation-Pressure-e3g1tpk

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Feb 26, 2026 · not_requested

Fed in Flux, Single-Bs Widening, and HALOs

Duration seconds: 548
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Fed-in-Flux--Single-Bs-Widening--and-HALOs-e3flipf

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Feb 20, 2026 · not_requested

Delinquencies Warning, Utilities Unicorns, and K-Shapes

Duration seconds: 536
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Delinquencies-Warning--Utilities-Unicorns--and-K-Shapes-e3fcao8

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Feb 13, 2026 · not_requested

Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance

Duration seconds: 614
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Retail-Sales-Disconnect--Labors-Lost-Leverage--and-Rising-Hyperscaler-Issuance-e3f24iu

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Feb 6, 2026 · not_requested

Margin Lift, Excitable Risk, and The Path of Interest Rates

Duration seconds: 532
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Margin-Lift--Excitable-Risk--and-The-Path-of-Interest-Rates-e3eo1q2

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Jan 30, 2026 · not_requested

What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts

Duration seconds: 855
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/What-Were-Watching--VisaMastercard-Spending-Update--and-KBRA-DLD-Default-Forecasts-e3edeah

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Jan 23, 2026 · not_requested

Bond Vigilantes, The Cost of Gloom, and Biggest Risks

Duration seconds: 555
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Bond-Vigilantes--The-Cost-of-Gloom--and-Biggest-Risks-e3e35o5

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Jan 16, 2026 · not_requested

Housing Headwinds, Big Bank Credit Color, Supply Surge

Duration seconds: 709
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Housing-Headwinds--Big-Bank-Credit-Color--Supply-Surge-e3doeg0

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Jan 9, 2026 · not_requested

Economic Tension, Fed Decision-Making, and Trigger Points

Duration seconds: 564
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Economic-Tension--Fed-Decision-Making--and-Trigger-Points-e3ddmcu

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Dec 19, 2025 · not_requested

Oil Glut, Credit Cycle, and 2026 Themes

Duration seconds: 685
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Oil-Glut--Credit-Cycle--and-2026-Themes-e3cj5tc

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Dec 12, 2025 · not_requested

Spread Wideners, Private Credit Color, 2026 Risks

Duration seconds: 783
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Spread-Wideners--Private-Credit-Color--2026-Risks-e3c98t6

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Dec 5, 2025 · not_requested

Coming Tailwinds, Fed Drama, and Private Credit Data Update

Duration seconds: 786
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Coming-Tailwinds--Fed-Drama--and-Private-Credit-Data-Update-e3bufo3

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Nov 21, 2025 · not_requested

Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

Duration seconds: 660
Source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Home-Depots-Warning--Private-Credit-Growth--AI-Bubble-and-Credit-e3b9vad

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