{"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":"One person’s volatility is another’s opportunity","slug":"one-person-s-volatility-is-another-s-opportunity","published_at":"2026-03-10T13:30:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/one-person-s-volatility-is-another-s-opportunity","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/ae5ae92a-f116-4383-bb09-2ed5a82cfe12.mp3","summary":"Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion. Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, examines how stagflation-style stress and cross-asset volatility are reshaping the credit landscape and potentially creating selective opportunities. Private credit deterioration is accelerating as BDCs report rising nonaccruals and questionable loan valuations while higher rates expose overleveraged structures in this illiquid corner of the market. AI infrastructure spending creates a credit divide where mega-cap tech maintains robust capital access for data centers and long-term investments while software and leveraged borrowers face intensified scrutiny on business model durability. Strong IG primary demand and open funding markets contrast sharply with rising dispersion in financials and insurance sectors, presenting entry points in defensive high-quality bonds as heavy supply and macro volatility reset spreads wider.","meta_description":"Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion. Neil Sun, Portf…","key_points":[],"chapters":[],"topics":[],"duration_seconds":245,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/one-person-s-volatility-is-another-s-opportunity/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/one-person-s-volatility-is-another-s-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}