{"podcast":{"title":"The Weekly Fix","slug":"the-weekly-fix-6462690","podcast_index_feed_id":6462690,"rss_url":"https://feeds.captivate.fm/the-weekly-fix/","website_url":"https://the-weekly-fix.captivate.fm","image_url":"https://artwork.captivate.fm/2cc9be39-2838-4e24-8c38-43ec69c81012/xyB3sn5L5JVwMnRmrjCN1KXo.jpg","author":"RBC Global Asset Management (U.S.) Inc.","episode_count":136,"summary":"Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.","last_synced_at":"2026-07-08T02:17:17.447128+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690"},"episode":{"title":"EA's record-breaking buyout rewrites LBO playbook","slug":"ea-s-record-breaking-buyout-rewrites-lbo-playbook","published_at":"2026-03-31T15:15:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/ea-s-record-breaking-buyout-rewrites-lbo-playbook","show_page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690","url":"https://the-weekly-fix.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/3e705255-7fb7-46b8-9566-5a3f143e5fc5.mp3","summary":"A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing. Jeff Jablons, Senior High Yield Analyst covering telecom, cable, satellite, and technology sectors on RBC GAM's BlueBay U.S. Fixed Income team, examines how a video game company’s take-private deal shatters conventional leveraged buyout dynamics. The capital structure flips convention with $36 billion in equity versus just $18 billion in debt, reversing the typical 60-75% debt ratio seen in traditional LBOs. Saudi Arabia's Public Investment Fund anchors this unprecedented deal with a $30+ billion equity commitment, demonstrating the power of sovereign-scale capital backing. Strong investor demand across US and European debt markets suggests continued appetite for large, complex deals despite Q1 volatility.","meta_description":"A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing. Jeff Jablons, Senior High Yield Analyst covering telecom, cable, satel…","key_points":[],"chapters":[],"topics":[],"duration_seconds":289,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/ea-s-record-breaking-buyout-rewrites-lbo-playbook/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-fix-6462690/ea-s-record-breaking-buyout-rewrites-lbo-playbook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}