# What We’re Watching, Defaults Two Ways, and Oil Price Perspective

Page: 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
Text version: 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.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: 2026-05-01T17:59:07+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/What-Were-Watching--Defaults-Two-Ways--and-Oil-Price-Perspective-e3ion8v
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/119347935/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-1%2F1945ec7f-47fd-198f-316a-d18f8c2eabe1.mp3
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Duration seconds: 686

## Resource

This week, our 3 Things are: 1. What we’re watching. Fresh off the press from our Forward Look publication. 2. Defaults two ways. We compare market prices to the bottom-up view. 3. Oil price perspective. Getting past the threat of “$100 oil.”

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## Transcript

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