Episode

Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism

Podcast

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

Published

Apr 24, 2026

Duration seconds

704

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not_requested

Canonical source

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

Audio

https://anchor.fm/s/109cbc12c/podcast/play/118988958/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-24%2F655a1c14-1237-ebae-fdea-4f402a2e22cb.mp3

JSON

/v1/public/podcasts/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/episodes/earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism

Markdown

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Summary

This week, our 3 Things are: Earnings growth. One observer describes earnings growth as “soaring.” Is that right? Bank exposure to nonbanks. Should we be worried about the linkage? Constructive pessimism. It’s present and it’s bondholder-friendly.