# Van Hesser's 3 Things in Credit - A KBRA Podcast Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838 Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838.md RSS feed: https://anchor.fm/s/109cbc12c/podcast/rss Official site: https://www.krollbondratings.com/ Author: KBRA Episodes: 243 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838 Markdown: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838.md ## Episodes - [Hyperscaler Debt Issuance, Next-Wave Growth, and Industrial Renaissance](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/hyperscaler-debt-issuance-next-wave-growth-and-industrial-renaissance) — 2026-06-05T14:30:01+00:00 - [Waller Redirect, Income Slowdown, and 2026 Default Forecasts.](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/waller-redirect-income-slowdown-and-2026-default-forecasts) — 2026-05-29T15:55:04+00:00 - [Rates’ Risk, Stock vs. Bond Volatility, and Consumer Color.](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/rates-risk-stock-vs-bond-volatility-and-consumer-color) — 2026-05-21T16:30:01+00:00 - [Jobs Rebound, Shock Watch, and Historic Uncertainty.](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/jobs-rebound-shock-watch-and-historic-uncertainty) — 2026-05-15T13:50:00+00:00 - [Changing Narratives, Earnings Surge, and Nonlinear Oil Move](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/changing-narratives-earnings-surge-and-nonlinear-oil-move) — 2026-05-08T17:12:35+00:00 - [What We’re Watching, Defaults Two Ways, and Oil Price Perspective](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/what-we-re-watching-defaults-two-ways-and-oil-price-perspective) — 2026-05-01T17:59:07+00:00 - [Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism) — 2026-04-24T15:52:23+00:00 - [Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/growth-shock-vs-inflation-shock-big-bank-credit-color-and-imf-sours) — 2026-04-17T16:47:42+00:00 - [Resiliency, Dimon on Credit, Consumer Trends](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/resiliency-dimon-on-credit-consumer-trends) — 2026-04-10T13:00:00+00:00 - [Shock Risk, Loan Growth Surge, and Earnings Relief](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/shock-risk-loan-growth-surge-and-earnings-relief) — 2026-03-27T17:50:41+00:00 - [Earnings vs. Oil, Systemic Leverage, and Stagflation](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/earnings-vs-oil-systemic-leverage-and-stagflation) — 2026-03-20T16:30:10+00:00 - [Bond Havens, Oracle Reassures, and Risk Reprice](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/bond-havens-oracle-reassures-and-risk-reprice) — 2026-03-13T16:02:42+00:00 - [Productivity Boom or Savings Drain, Labor Pessimism, and Inflation Pressure](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/productivity-boom-or-savings-drain-labor-pessimism-and-inflation-pressure) — 2026-03-06T17:30:21+00:00 - [Fed in Flux, Single-Bs Widening, and HALOs](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/fed-in-flux-single-bs-widening-and-halos) — 2026-02-26T20:00:01+00:00 - [Delinquencies Warning, Utilities Unicorns, and K-Shapes](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/delinquencies-warning-utilities-unicorns-and-k-shapes) — 2026-02-20T16:59:38+00:00 - [Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/retail-sales-disconnect-labor-s-lost-leverage-and-rising-hyperscaler-issuance) — 2026-02-13T16:15:00+00:00 - [Margin Lift, Excitable Risk, and The Path of Interest Rates](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/margin-lift-excitable-risk-and-the-path-of-interest-rates) — 2026-02-06T18:22:35+00:00 - [What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/what-we-re-watching-visa-mastercard-spending-update-and-kbra-dld-default-forecasts) — 2026-01-30T15:00:00+00:00 - [Bond Vigilantes, The Cost of Gloom, and Biggest Risks](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/bond-vigilantes-the-cost-of-gloom-and-biggest-risks) — 2026-01-23T16:00:00+00:00 - [Housing Headwinds, Big Bank Credit Color, Supply Surge](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/housing-headwinds-big-bank-credit-color-supply-surge) — 2026-01-16T16:00:01+00:00 - [Economic Tension, Fed Decision-Making, and Trigger Points](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/economic-tension-fed-decision-making-and-trigger-points) — 2026-01-09T16:00:08+00:00 - [Oil Glut, Credit Cycle, and 2026 Themes](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/oil-glut-credit-cycle-and-2026-themes) — 2025-12-19T15:45:24+00:00 - [Spread Wideners, Private Credit Color, 2026 Risks](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/spread-wideners-private-credit-color-2026-risks) — 2025-12-12T17:39:20+00:00 - [Coming Tailwinds, Fed Drama, and Private Credit Data Update](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/coming-tailwinds-fed-drama-and-private-credit-data-update) — 2025-12-05T17:09:26+00:00 - [Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/home-depot-s-warning-private-credit-growth-ai-bubble-and-credit) — 2025-11-21T19:19:23+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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