{"podcast":{"title":"Beyond The Obvious","slug":"beyond-the-obvious-6984827","podcast_index_feed_id":6984827,"rss_url":"https://feeds.transistor.fm/beyond-the-obvious","website_url":"https://www.mizuhogroup.com/americas/beyond-the-obvious","image_url":"https://img.transistorcdn.com/uT9wx-Pb6gbD19r4wQkecHh_p-LbCI8HPe2TlJXKh7c/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82OGRi/ODgwYTEzZGJmMDcw/ZDhiMGQzMjNhOTQ1/MDI4NS5qcGc.jpg","author":"Mizuho | Greenhill","episode_count":37,"summary":"In Mizuho | Greenhill’s Beyond The Obvious podcast channel, we uncover the value that others miss. Our podcast is a source for the latest discussions on topics related to capital markets, dealmaking activity, business leadership and more. Delve into insights from our investment & corporate banking thought leaders to hear their unique perspectives on current trends and market influences. Learn how industry icons and influential figures began their journeys, overcame adversity and rose to success. Discover insights that look deeper. Podcast and Video Recording Disclaimer This podcast or video recording is for informational purposes only and should not be copied, distributed, published, or reproduced in whole or in part without permission. The information contained in this podcast or video recording does not constitute research or recommendation from any Mizuho entity to the listener or viewer. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the information contained in this podcast, and any liability therefor, including in respect of direct or indirect or consequential losses or damage, i…","last_synced_at":"2026-06-30T10:21:03.114897+00:00","page_url":"https://stenobird.com/podcast/beyond-the-obvious-6984827"},"episode":{"title":"Markets Mindset: Q4 2025 Debt Capital Markets: A Supply Driven Market","slug":"markets-mindset-q4-2025-debt-capital-markets-a-supply-driven-market","published_at":"2025-12-08T14:52:56+00:00","page_url":"https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q4-2025-debt-capital-markets-a-supply-driven-market","show_page_url":"https://stenobird.com/podcast/beyond-the-obvious-6984827","url":"https://share.transistor.fm/s/3dd9557a","audio_url":"https://media.transistor.fm/3dd9557a/0b7a01d2.mp3","summary":"Debt Capital Markets have seen a period of record-breaking supply post-Labor Day, particularly around the AI and AI adjacent space and the recent flurry of U.S. data center transactions. As we approach the end of the year with full-year issuance up 9% on gross supply this year and trillion-dollars maturing next year, what should issuers be aware of as they plan their next moves? In our latest episode of Markets Mindset, filmed on November 24, 2025, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, for a discussion on DCM activity, including the impact of the current supply, recent spread levels, view on duration, expectation of Fed decision on rates and early 2026 market predictions. Victor and Moshe share insights on the recent pace of long-dated bonds supply, whether there is elevated tail risk within the credit market, the increase in money market funds and how hybrid capital is being used within M&A. Hear from our experts as they give their market predictions for the remainder of Q4 and heading into next year.","meta_description":"Debt Capital Markets have seen a period of record-breaking supply post-Labor Day, particularly around the AI and AI adjacent space and the recent flurry o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":758,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q4-2025-debt-capital-markets-a-supply-driven-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q4-2025-debt-capital-markets-a-supply-driven-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}