Episode

Delinquencies Warning, Utilities Unicorns, and K-Shapes

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Feb 20, 2026
Duration seconds: 536
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Delinquencies-Warning--Utilities-Unicorns--and-K-Shapes-e3fcao8
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Summary

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.