{"podcast":{"title":"Van Hesser's 3 Things in Credit - A KBRA Podcast","slug":"van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838","podcast_index_feed_id":4507838,"rss_url":"https://anchor.fm/s/109cbc12c/podcast/rss","website_url":"https://www.krollbondratings.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44493155/fdd5fb0e618b43f0.jpg","author":"KBRA","episode_count":243,"summary":"Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.","last_synced_at":"2026-06-06T04:21:53.379777+00:00","page_url":"https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838"},"episode":{"title":"Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism","slug":"earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism","published_at":"2026-04-24T15:52:23+00:00","page_url":"https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism","show_page_url":"https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838","url":"https://podcasters.spotify.com/pod/show/kbra981/episodes/Earnings-Growth--Bank-Exposure-to-Nonbanks--and-Constructive-Pessimism-e3idomu","audio_url":"https://anchor.fm/s/109cbc12c/podcast/play/118988958/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-24%2F655a1c14-1237-ebae-fdea-4f402a2e22cb.mp3","summary":"This week, our 3 Things are: Earnings growth. One observer describes earnings growth as “soaring.” Is that right? Bank exposure to nonbanks. Should we be worried about the linkage? Constructive pessimism. It’s present and it’s bondholder-friendly.","meta_description":"This week, our 3 Things are: Earnings growth. One observer describes earnings growth as “soaring.” Is that right? Bank exposure to nonbanks. Should we be…","key_points":[],"chapters":[],"topics":[],"duration_seconds":704,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/episodes/earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/earnings-growth-bank-exposure-to-nonbanks-and-constructive-pessimism.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}