# Oil Glut, Credit Cycle, and 2026 Themes

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/oil-glut-credit-cycle-and-2026-themes
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/oil-glut-credit-cycle-and-2026-themes.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2025-12-19T15:45:24+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Oil-Glut--Credit-Cycle--and-2026-Themes-e3cj5tc
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/112874860/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-19%2F7ebc5f1b-a997-d650-89b1-2b8e5adb426c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/episodes/oil-glut-credit-cycle-and-2026-themes
Duration seconds: 685

## Resource

This week, our 3 Things are: Oil glut. The price of the commodity has plunged and is likely to stay that way in 2026. Credit cycle. Phases are irregular, and the conditions for pushing into recession are dormant. 2026 themes. We tally up things worth watching.

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## Transcript

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