Best Provision Analytics Podcasts (2026)

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Lion City’s CCCD provision is a roaring success 9:00

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20h ago9:00

9:00

Welcome back, Cloud 9fin listeners! To bring in the new year, 9fin’s Asia editor Richard Macauley and US deputy editor Sasha Padbidri kick off our first-ever Asia podcast by unpacking the first successful use of the cross-class cramdown provision in GP APAC’s restructuring — a move that established a legal milestone for Singapore’s restructuring an…

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Syndication Nation — Looking ahead to 2026 with BlackRock’s Mitch Garfin 22:22

11d ago22:22

22:22

Happy Holidays, Cloud 9fin listeners! We hope you’re enjoying some much-needed down time as we prepare for what is to come in 2026. But for those who have a few more odds and ends to tend to, here’s one last episode of Syndication Nation, our leveraged finance-focused podcast series to keep us company. In this episode, 9fin senior levfin reporter D…

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Distressed Diaries — Ghost of restructurings past 24:34

14d ago24:34

24:34

Now that 2025 is coming to an end, Distressed Diaries is taking a look back at the highs and lows of the year. Our host, senior distressed reporter Bianca Boorer, sits down with 9fin’s managing distressed credit analyst Emmet Mc Nally and senior legal consultant Luke Viner on Dec 3 to talk about the stories that stood out during this pivotal year. …

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Tranche Talk — Looking ahead to 2026 with BofA's Pratik Gupta 29:24

21d ago29:24

29:24

In this episode of Tranche Talk, we welcome back Bank of America’s Pratik Gupta who talks with 9fin’s Tanvi Gupta on the defining moments of 2025 and what the new year will bring for CLOs. They discuss CLO being the best asset class to sell in a rate cutting cycle and the opportunities to rotate into RMBS AAAs, separating facts from fiction for pri…

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Private chat — Unlocking liquidity through private credit secondaries 13:37

20d ago13:37

13:37

In the constantly shifting landscape of private credit secondaries, diversification and strategic alignment play crucial roles as navigational aides. In this episode of Cloud 9fin, Josie Shillito, head of private credit at 9fin, delves into the burgeoning market of private credit secondaries with experts Daniel Roddick and Francois Bouillon from El…

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The In-Court Report with Cat Corey — The latest on backstop fees in rights offerings and DIP financings 33:45

28d ago33:45

33:45

In the inaugural episode of The In-Court Report with Cat Corey, distressed legal analyst Cat Corey brings in Vince Buccola, professor of law at the University of Chicago Law School and Lara Sheikh, bankruptcy legal analyst at 9fin, to discuss the latest trends relating to backstop fees in rights offerings and DIP financings, along with the impact o…

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Distressed Diaries — Weil we have your attention, what is fair? 34:02

1M ago34:02

34:02

A lot has changed in European restructuring this year. Two more appeals in the UK courts — Thames Water and Petrofac — led to **Waldorf** failing at the first hurdle as judges increasingly focus on being fairer to creditors who are considered out of the money. The appeals have created a lot of uncertainty as restructuring practitioners are trying t…

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What makes the middle market? 31:30

1M ago31:30

31:30

It seems like everyone has a different definition of middle market direct lending and what challenges so-called ‘middle market’ borrowers and lenders are facing. Join PGIM’s head of middle market direct lending, Matt Harvey, and 9fin senior private credit reporter Shubham Saharan as they explore trends in the middle market and what direct lenders a…

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Syndication Nation — Credit and the Cosmos 15:59

1M ago15:59

15:59

It’s not every day that we get to talk about something that’s quite literally out of this world. We’re referring to space-based data centers, which billionaire tech titans and startups alike are racing to build out as AI fever grips Wall Street and Silicon Valley. Proponents argue that space data centers offer substantial benefits versus their terr…

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Navigating downturns with Hilco’s Jamie Sprayregen 26:37

1M ago26:37

26:37

In this episode of Cloud 9fin, distressed debt reporter Ayden Crosby and editor Rachel Butt sit down with Jamie Sprayregen, vice chairman of global strategy and growth at Hilco Global, for a grand tour through 2025’s hottest topics in distressed credit and the restructuring world. We asked Jamie about his views on a number of 9fin’s favorite themes…

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Syndication Nation — Education borrowers taken to task 10:40

2M ago10:40

10:40

Private equity-owned education companies like Houghton Mifflin and Lakeshore Learning are learning a hard lesson in the US leveraged finance market this year as their loans and bonds have tumbled to trade at discounts. In this episode of Cloud 9fin, senior reporter Sunny Oh sat down with US managing editor Bill Weisbrod and discussed his story abou…

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Jane’s LME Addiction — Are lender voting and concentration caps the new and improved DQ lists? 27:24

2M ago27:24

27:24

In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in Davis Polk partners Brian Resnick and Hilary Dengel to discuss voting cap and lender concentration cap language in credit agreements and how they may affect creditor organization and liability management exercises. They discuss the goals of these provisions, whe…

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Distressed Diaries — More private credit cockroaches crawling out? 25:05

2M ago25:05

25:05

High-profile US bankruptcies, First Brands and Tricolor have sent warning signals to regulators about the dangers of opaque financings, shining a light on private credit. Are these cases one offs, given allegations of fraud, or will there be more cockroaches to follow? In this episode of Distressed Diaries, 9fin’s senior distressed reporter Bianca …

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Private credit goes up a grade 16:22

2M ago16:22

16:22

As private credit continues to grow, it is constantly looking for new ways to deploy the mountain of capital it has raised. Now that the market is of scale, it has begun to look at investment grade credit as another avenue on which to make deals. In this episode of Cloud 9fin, senior private credit reporter Peter Benson sits down with Ryan Schwartz…

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Tranche Talk — Navigating CLO demand through regulatory changes with PGIM’s Edwin Wilches 49:59

2M ago49:59

49:59

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs Tanvi Gupta, talks with Edwin Wilches, Co-head of Securitized Products at PGIM. They talk about how securitization is the key component in Europe’s growth agenda, how more work needs to be done for Solvency II, the evolution of insurance demand, relative value and the…

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Tranche Talk — CLO investing in a new regime with BlackRock’s Saffet Ozbalci 32:03

3M ago32:03

32:03

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs, Tanvi Gupta, talks with Saffet Ozbalci, global head of structured credit at BlackRock. They talk about the nuances of investing in CLOs with a backdrop of dramatic bankruptcies, relative value in CLO tranches in a new rate regime, what’s next in structural innovation…

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Jane’s LME Addiction — Let’s veto that law firm 22:42

3M ago22:42

22:42

In this episode of Jane’s LME Addiction, 9fin’s head of LME coverage Jane Komsky sits down with 9fin private credit reporters Shubham Saharan and Tom Quinn, to discuss how sponsors are adding the ability to veto their portfolio companies’ creditors’ choice of law firm. They discuss the how these provisions came about, what iterations have passed in…

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How a private credit agreement was negotiated before exclusivity 9:34

3M ago9:34

9:34

An old adage is proving true in the private credit markets: it takes money to make money. Or maybe more accurately in this case, it takes billable hours to make money. In this episode of Cloud 9fin, head of private credit Josie Shillito digs into Dominus Capital’s buyout of Creative Outdoor Advertising with reporters Tom Quinn and Anna Russi. They …

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Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong 49:59

4M ago49:59

49:59

In this episode of Cloud 9fin, our global head of CLOs, Tanvi Gupta, returns for her ongoing series, Tranche Talk. This time, she’s joined by Oak Hill Advisors’ portfolio manager Tommy Wong. They dive into the forces shaping today’s CLO market — including macroeconomic drivers, asset allocation strategies, credit selection in a low-arb environment,…

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Syndication Nation — LevFin gaming and the big parlay on sports contracts 47:36

4M ago47:36

47:36

Betting on sports has been a huge engine of growth for LevFin gaming companies. But is sports contract betting a boom or bust moment for the industry? As apps like Robinhood and Kalshi make it possible to buy or sell contracts based on all kinds of binary events, some gaming companies are eyeing the potential windfall from bringing the same kind of…

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Distressed Diaries — Sue me! Litigation on the rise as European LMEs become more aggressive 24:48

4M ago24:48

24:48

Litigation against aggressive liability management exercises in Europe is on the rise as creditors fight back against sponsor’s tactics to prime minority creditors. Back in November a group of primed creditors in Dutch lingerie maker Hunkemoller filed a lawsuit in New York against US hedge fund Redwood after it uptiered its portion of the debt. Red…

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Jane’s LME Addiction — The minority report with Shai Schmidt 25:48

4M ago25:48

25:48

In this episode of Jane’s LME Addiction, 9fin’s head of LME coverage Jane Komsky brings in Shai Schmidt, a partner from Glenn Agre, to discuss how minority holders are thinking about LMEs. They discuss the best time to organize, when to negotiate and when to litigate, and tools and trends for minority holders to consider. Find all of our coverage o…

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Dwindling Prospects: What happens when hospitals disappear 17:05

4M ago17:05

17:05

Private equity has made its way into nearly 23% of for-profit US hospitals, despite financial goals that can be at odds with the patient-oriented priorities in health systems. Distressed reporter Samantha Kroontje went to a new “healthcare desert” in Delaware County, Pennsylvania, to speak to some of the people impacted by the closure of its main h…

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Building 9fin: From frustrated banker to fintech founder 16:38

4M ago16:38

16:38

What happens when a banker gets fed up with outdated technology and decides to build something better? In this week’s episode of Cloud 9fin, we depart from our usual programming to share an interview produced by one of 9fin’s investors, redalpine. Co-founder Steven Hunter shares how he turned years of complaining about broken fintech into 9fin — a …

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Distressed Diaries — Hardly fair? The evolution of English restructuring plans 36:16

4M ago36:16

36:16

The English courts have been called upon several times in the last few years to reevaulate what should be considered fair in Part 26A restructuring plans. Within 2025, the Court of Appeal handed down two key decisions on distressed utility company Thames Water and upstream energy engineering firm Petrofac’s restructuring plans. Those decisions, com…

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Jane's LME Addiction — Is a deal away going your way? 18:07

5M ago18:07

18:07

In this episode of Jane’s LME Addiction, *9fin’*s head of LME coverage Jane Komsky brings in Sound Point Capital Management managing director, Morgan O’Neill to discuss the intersection of private credit and LMEs. They discuss the red flags and green flags of whether a deal away is a real possibility or just there to threaten exiting lenders and ho…

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Syndication Nation — No Cap(itulation) 15:45

5M ago15:45

15:45

In this week’s episode of Syndication Nation, a podcast dedicated to all things leveraged finance, 9fin LevFin reporter Dan Mika talks with Barclays Head of US Credit Strategy Dominique Toublan about Barclays’ credit capitulation and complacency signals. What does the recent miss and revision in the US jobs report mean for lenders? What does it mea…

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Distressed Diaries — Will US tariffs drive a German auto slowdown, or will there be a U-turn? 27:48

5M ago27:48

27:48

On Sunday 27 July, US and the EU have struck a deal to set at 15% tariffs on EU export to the US, which is not as high as president Donald Trump previously threatened, but can still impact Europe’s biggest car producer, Germany. Senior distressed reporter Bianca Boorer, host of this series, travelled to Munich to find out just how big the dent on t…

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Getting on board with Jon Foster 23:44

6M ago23:44

23:44

In this episode of Cloud9fin, our distressed debt editor Rachel Butt brings in Jonathan Foster, founder of Current Capital Partners, to discuss corporate governance in restructurings and bankruptcies. They delved into Jon’s career, his book On Board, and thorny topics including the so-called super repeaters trend and third party releases. Have any …

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Jane’s LME Addiction — DQ lists are overrated 27:44

6M ago27:44

27:44

In this episode of Jane’s LME Addiction, 9fin’s head of LME coverage Jane Komsky brings in Mudrick Capital Management founder, Jason Mudrick, and Akin Gump partners Dan Fisher and Jaisohn Im to discuss disqualified lender (DQ) lists. They discuss the the goal of DQ lists, whether they actually work (spoiler: they believe they do not), and the impli…

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Direct lending CLOs, the sterling edition 21:19

6M ago21:19

21:19

Earlier in June, Ares priced its first direct lending CLO, the second of its kind of Europe, but with a twist — it is priced in sterling. The last 12 months have been a busy time for the private credit giant, as they also completed a €30bn fundraise in Europe and opened a new office in Milan. In this episode of Cloud 9fin, senior private credit rep…

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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations 26:10

6M ago26:10

26:10

Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…

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Jane's LME Addiction - Jennifer Selendy knows when to hold 'em 23:13

6M ago23:13

23:13

In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in founding partner of Selendy Gay, Jennifer Selendy, to discuss LME litigation. They discuss the perspective of excluded lenders, when it makes sense to hold out, and why we have yet to find any certainty on the validity of specific LME tactics and debt document l…

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SRT across continents 32:51

6M ago32:51

32:51

It has been a busy month for the Significant Risk Transfer (SRT) market as investors returned from the Global ABS conference in Barcelona earlier this month to a flurry of new deals, 9fin’s Celeste Tamers reported. In this episode of Cloud 9fin, US distressed debt reporter Ayden Crosby is joined by David Lucking, a partner in Linklaters' US structu…

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Tranche Talk — CLOs are no longer exotic 51:15

7M ago51:15

51:15

In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Sumer Chopra, director at Alumia, to discuss how CLOs have gone from an exotic to an essential product in the eyes of institutional investors. They discuss what’s led to the boom of family offices allocating to CLOs, double-Bs and single-Bs outperforming CLO equity,…

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Distressed Diaries — Cerba creditors' patience gets tested 26:46

7M ago26:46

26:46

We are back to France — the current epicentre of European credit stress — for our second episode of Distressed Diaries. Over the last few months, French lab company Cerba’s debt has taken a beating as fears mount over its unsustainable €3.8bn capital. Most recently, 9fin reported that creditors have started to organise and appointed legal advisors …

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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY 46:49

7M ago46:49

46:49

In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…

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Private credit’s Deliberation Days 15:00

7M ago15:00

15:00

President Donald Trump’s much anticipated ‘Liberation Day’ sent global markets into a tizzy in April, but how did private credit firms react? During what we have termed the ‘Deliberation Days’ of Q1, private credit investors were scrambling to mitigate potential tariff risks as best they could but they were also on the offensive. Elijah Jackson’s l…

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Syndication Nation — My neck, my back, my EBITDA-T addback 12:28

7M ago12:28

12:28

In this week’s episode of Syndication Nation, a podcast dedicated to all things leveraged finance-related, 9fin deputy editor Sasha Padbidri and head of legal James Wallick have put together a terrible headline and a great conversation on the emergence of President Donald Trump’s tariff language in new issue debt documents. For more details (and te…

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Jane’s LME Addiction — Rachel Murray will fix your capital structure 11:51

7M ago11:51

11:51

In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in Rachel Murray, a managing director at Moelis, to discuss how today’s restructuring environment compares to the Covid era and how that experience can guide clients. They discuss what makes an LME effective, in addition to current trends and techniques that are sh…

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Tranche Talk — CLOs are now a family business 41:24

7M ago41:24

41:24

In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Yang Xu, CEO at City Hall Capital, to discuss the growth of family offices allocating to CLOs. They talk about how CLO equity and mezz ticks all the boxes for family offices, the need for more double-B CLO funds, captive equity vs third party equity funds, and how C…

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Syndication Nation — Warner Bros Discovery on fallen angel watch 14:19

7M ago14:19

14:19

In the inaugural episode of Syndication Nation, 9fin’s podcast on all things syndicated debt, deputy editor William Hoffman joined US managing editor Bill Weisbrod to talk about his recent coverage of Warner Bros. Discovery and its $37bn of debt to high yield by S&P. They discussed what led to the downgrade, the prospects for the company reaching f…

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Managing global loan data from the middle 35:13

7M ago35:13

35:13

In today’s market, speed of information and up-to-the-minute accuracy are essential in portfolio management. With that in mind, Chase Collum, head of podcasts at 9fin, sat down with Scott Alintoff at FIS to discuss how lenders can ensure they’re staying ahead in these turbulent times. In this third of a series of discussions, Scott shares a high le…

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Distressed Diaries — Fly on the wall to Altice France debt negotiations 24:51

8M ago24:51

24:51

Altice France’s restructuring negotiations has been one of the hottest talks of the distress town since last year. With the company now preparing to enter into accelerated safeguard proceedings, we went through what happened so far in our inaugural episode of Distressed Diaries — a brand new 9fin podcast series focused on distressed debt in Europe.…

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BDL a value play? Plus thoughts on SG & BLMN 22:20

8M ago22:20

22:20

Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …

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Canyon Partners’ Sheffield and Barzideh talk opportunistic credit 18:08

8M ago18:08

18:08

US tariff policy has unleashed economic uncertainty both domestically and elsewhere. Even after a de-escalation of the worst trade tensions with China, things are still unclear. In this episode of Cloud 9fin, distressed debt reporter Max Reyes sits down with Canyon Partners opportunistic credit co-heads Chaney Sheffield and Jonathan Barzideh to bet…

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Nothing venture-d, nothing gained 18:36

8M ago18:36

18:36

Here at 9fin, we pride ourselves on being private credit enthusiasts. And that means covering all parts of the market, big or small. This includes all the nascent and niche areas like venture debt and tech lending. In this episode of Cloud 9fin, senior private credit reporter Peter Benson sits down with Ron Daniel, co-founder and CEO of Liquidity G…

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New organ, old body — how to avoid 'tissue rejection' in private credit restructurings 35:11

8M ago35:11

35:11

Generally speaking, lenders don’t lend money to companies with the intention of ending up as equity owners. But things don’t always go to plan. And anyone who’s been there can tell you that the hard truth for certain companies is that no plan could have ever saved it — or as Jon Weber would say: “If the baby’s ugly, the baby’s ugly.” In this week’s…

1
Five Cyclically Adjusted Valuation Frameworks 20:04

9M ago20:04

20:04

Description: Learn more about the Market and stocks through CAEE™ Dale’s Solo Investors Podcast LLC provides educational content and financial market analysis powered by our proprietary process called CAEE™ . CAEE™ is a unique analytical framework designed to help market participants, researchers, and learners better understand index performance an…

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Private credit terms in the time of tariffs 14:49

9M ago14:49

14:49

A seemingly endless cycle of tariff pronouncements and delays has been sending stocks and liquid debt markets on a roller coaster ride in recent weeks. But what does ever-changing US tariff policy and associated market volatility mean for private credit firms? How do direct lenders keep protect themselves from the fallout and what are the key point…