{"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":"Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance","slug":"retail-sales-disconnect-labor-s-lost-leverage-and-rising-hyperscaler-issuance","published_at":"2026-02-13T16:15:00+00:00","page_url":"https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/retail-sales-disconnect-labor-s-lost-leverage-and-rising-hyperscaler-issuance","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/Retail-Sales-Disconnect--Labors-Lost-Leverage--and-Rising-Hyperscaler-Issuance-e3f24iu","audio_url":"https://anchor.fm/s/109cbc12c/podcast/play/115462174/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-13%2Fc654e7b2-6bc0-fff8-0e74-8342ca0ef5fc.mp3","summary":"This week, our 3 Things are: 1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data. 2. Labor’s lost leverage. More of the economic spoils are going to capital—is that a bad thing? 3. Rising hyperscaler issuance. Massive new issue supply is forcing investors to rethink the status quo.","meta_description":"This week, our 3 Things are: 1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data. 2. Labor’s lost leverage. More of the econo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":614,"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/retail-sales-disconnect-labor-s-lost-leverage-and-rising-hyperscaler-issuance/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/retail-sales-disconnect-labor-s-lost-leverage-and-rising-hyperscaler-issuance.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}