# Shock Risk, Loan Growth Surge, and Earnings Relief

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/shock-risk-loan-growth-surge-and-earnings-relief
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/shock-risk-loan-growth-surge-and-earnings-relief.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: 2026-03-27T17:50:41+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Shock-Risk--Loan-Growth-Surge--and-Earnings-Relief-e3h2eo0
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/117569728/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-27%2Ffa0f192f-4006-7b6d-34da-ff40b13a9899.mp3
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Duration seconds: 681

## Resource

This week, our 3 Things are: 1. Shock risk. Risk is rising, but will credit reprice? 2. Loan growth surge. Where did that come from? 3. Earnings relief. Good news is on the horizon.

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## Transcript

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