{"podcast":{"title":"Disruptive Forces in Investing","slug":"disruptive-forces-in-investing-558440","podcast_index_feed_id":558440,"rss_url":"https://disruptive.libsyn.com/rss","website_url":"https://www.nb.com/","image_url":"https://static.libsyn.com/p/assets/5/4/2/4/54247dfbe717c863d959afa2a1bf1c87/Neuberger_CIO_Weekly_Cover_Thumbnail_1.jpg","author":"Neuberger Berman","episode_count":151,"summary":"Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman's seasoned investors who discuss trends that are transforming the investment industry and beyond.","last_synced_at":"2026-06-09T06:28:10.292827+00:00","page_url":"https://stenobird.com/podcast/disruptive-forces-in-investing-558440"},"episode":{"title":"The High Yield Playbook: Positions and Possibilities","slug":"the-high-yield-playbook-positions-and-possibilities","published_at":"2025-05-07T13:41:51+00:00","page_url":"https://stenobird.com/podcast/disruptive-forces-in-investing-558440/the-high-yield-playbook-positions-and-possibilities","show_page_url":"https://stenobird.com/podcast/disruptive-forces-in-investing-558440","url":"https://disruptive.libsyn.com/the-high-yield-playbook-positions-and-possibilities","audio_url":"https://traffic.libsyn.com/clean/secure/disruptive/DF_-_HY_PASS2.mp3?dest-id=1167224","summary":"The credit market is transforming, and investors are looking ahead to seize the best opportunities in non-investment grade credit. With wider spreads, tariff-induced inflation, and moderating growth, opportunities in high-yield bonds, loans, and CLOs are reshaping fixed income strategies. But how can investors uncover value amid uncertainty? And what role does bottom-up research play in assessing risks and rewards? On this episode of Disruptive Forces , host Anu Rajakumar is joined by Joseph Lynch , Global Head of Non-Investment Grade Credit, and Rachel Young , Director of Non-Investment Grade Credit Research, to discuss the shifting dynamics in non-investment grade credit. Together, they explore the drivers behind current trends, sector-specific opportunities, and strategies for positioning effectively in today's volatile market. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any…","meta_description":"The credit market is transforming, and investors are looking ahead to seize the best opportunities in non-investment grade credit. With wider spreads, tar…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1055,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/disruptive-forces-in-investing-558440/episodes/the-high-yield-playbook-positions-and-possibilities/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/disruptive-forces-in-investing-558440/the-high-yield-playbook-positions-and-possibilities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}