SSAs and US Treasuries: Crossing the Final Frontier
The episode examines the surge in supranational and agency (SSA) bond issuance, highlighting how record‑high demand has driven spreads to as low as 2‑3 basis points over U.S. Treasuries, with some secondary trades even tighter. Hosts discuss whether a primary‑market SSA can price at parity or below Treasuries, noting that issuer size, credit quality, and tenor (especially short‑ or long‑dated bonds) will be key factors. The conversation then shifts to leveraged loan dynamics, contrasting the traditional syndicated loan market with the growing private‑credit sector and its impact on European CLOs. Finally, the team reviews recent covered‑bond issuance and a policy consultation from UK trade bodies on equity market reforms.
The New IPO Economy
The episode examines the shifting landscape between public IPOs and massive private fundraises, using SpaceX and OpenAI as case studies. It highlights how top-tier private rounds now dwarf traditional public offerings, with OpenAI's $40 billion raise becoming the largest U.S. stock...
Justice for Covered Bonds (and Securitization)
The episode examines recent EU regulatory proposals affecting covered bonds and securitisation, highlighting the European Parliament’s approval of a 5% risk‑weighting for senior STS securitisation tranches while rejecting a similar reduction for AA‑ rated covered bonds. Panelists discuss the covered‑bond...
The Murdoch Dynasty - A Business Worth a Thousand Words
In this episode of The Dividend Cafe, host David Bonson dissects Disney’s 2019 $71.3 billion acquisition of Fox’s entertainment assets, focusing on why Rupert Murdoch sold the content portfolio but retained the news and sports properties. He highlights the divergent post‑deal performance:...
The 'Carbone of Indian Food' And Colostrum In A Can
The episode spotlights two emerging CPG brands: Gymkhana Fine Foods, the "Carbone of Indian food," which is launching premium Indian sauces and marinades in U.S. Whole Foods stores after a $8.5 million Series A led by Cavu Consumer Partners, and Armra, a...
Exited Founder Podcast | Vik Tantry: How He Bootstrapped FormSwift to $95M and Sold to Dropbox
In this episode, co‑founder Vic Tantry recounts how he and his partner bootstrapped FormSwift, a document‑creation platform for freelancers and SMBs, to $95 million in revenue and ultimately sold it to Dropbox in 2022. He explains the early decision to self‑fund,...
The Interplay Between Liquidity and Collateral
In this episode of the JP Morgan Making Sense podcast, Eileen Hurley talks with Michael Wynn, global head of liquidity and FX, and Adele Burke, global head of mortgage services, about how clients are managing intraday liquidity, the shifting balance between...
Forget Earnings Season. It’s Takeover Season.
In this episode of Motley Fool Hidden Gems Investing, hosts John Quast, Rachel Warren, and guest Travis Hoyam dissect two high‑profile M&A rumors: GameStop’s audacious $56 billion bid to acquire eBay and a circulating rumor that AI leader Anthropic may buy...
GameStop Wants eBay for $56bn
In this episode of World Business Express, the hosts dissect GameStop’s unexpected $56 billion unsolicited bid to acquire eBay, questioning the feasibility of financing such a deal and its strategic rationale. They also explore the ongoing maritime crisis in the Strait...
1183: Enter the Blockchain CFO: Reshaping Capital Markets | Macrina Kgil, CFO, Future
In this episode, CFO Macrina Gill discusses her journey from engineering and PwC advisory work to leading finance at Figure, where blockchain is being used to modernize lending and capital markets. She explains how blockchain can provide real‑time loan ownership...
The Outbreak of Warsh
The episode examines the revival of Gulf public bond issuance after a two‑month war‑induced pause, highlighted by Emirates NBD’s $750 million AT1 bond that priced at 6.25% and attracted a $2 billion order book with roughly 24% international demand. Analysts discuss why...
393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
In this episode, Newmark’s Chad Lavender breaks down how unprecedented debt liquidity and diversified equity sources reshaped the commercial real‑estate market during the 2025 loan‑maturity wave and what that means for 2026. He highlights senior housing’s explosive rebound—closing over $12.5 billion...
Episode 97: Sell For Free Fallout
In this episode the Coram Group explains its new First Look program, a free‑to‑list deal‑origination platform that connects software and IT sellers with a curated pool of buyers from a 19,000‑member database. The hosts describe the unexpected “fallout” when many...
The Fast and the Dubious
The episode examines three intertwined bond market trends: the rapid withdrawal of hedge funds from supranational and agency (SSA) bond order books, the resulting shift toward central bank and official institution investors, and the impact on issuers' funding costs; the...
How Public Companies Can Benefit From the CSE-NSX Integration | The CSE Podcast E8-S5
In this episode, Anna Saran of the Canadian Securities Exchange (CSE) talks with Eduardo Carmona of the National Stock Exchange of Australia (NSX) about the recent CSE‑NSX integration and what it means for Canadian issuers. They explain how the merger...