{"podcast":{"title":"FICC Focus","slug":"ficc-focus-4513680","podcast_index_feed_id":4513680,"rss_url":"https://feeds.megaphone.fm/BLM4409767076","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/88e3cbf6-2784-11ec-a959-6301b8439f12/image/FICC_Focus3000.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Bloomberg L.P.","episode_count":578,"summary":"FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.","last_synced_at":"2026-07-10T20:20:14.798442+00:00","page_url":"https://stenobird.com/podcast/ficc-focus-4513680"},"episode":{"title":"Credit Crunch: AI IPOs, Tech Supply and Credit Without Peace","slug":"credit-crunch-ai-ipos-tech-supply-and-credit-without-peace","published_at":"2026-06-10T15:00:00+00:00","page_url":"https://stenobird.com/podcast/ficc-focus-4513680/credit-crunch-ai-ipos-tech-supply-and-credit-without-peace","show_page_url":"https://stenobird.com/podcast/ficc-focus-4513680","url":"https://traffic.megaphone.fm/BLM3114133322.mp3","audio_url":"https://traffic.megaphone.fm/BLM3114133322.mp3","summary":"Credit continues to rally despite the lack of a US-Iran peace deal, and it has served as a safe haven relative to rates. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence, and Souheir Asba, credit portfolio manager at AllianceBernstein, discuss how hyperscaler issuance and upcoming IPOs could affect the credit landscape through index and portfolio changes, and how investors should position for this wave of supply. They also compare credit performance with rates since the Iran war began, assess relative value across investment-grade, high-yield and rates markets and share sector outlooks and views on AT1s and corporate hybrids. The Credit Crunch podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.","meta_description":"Credit continues to rally despite the lack of a US-Iran peace deal, and it has served as a safe haven relative to rates. In this Credit Crunch podcast, ho…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3123,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ficc-focus-4513680/episodes/credit-crunch-ai-ipos-tech-supply-and-credit-without-peace/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ficc-focus-4513680/credit-crunch-ai-ipos-tech-supply-and-credit-without-peace.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}