About this podcast
Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry.
From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered.
Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.
Episodes
The newest 50 of 286 episodes
- Distressed Diaries — Can UK telcos come out together to weather the storm? · 28 min · Episode 286The UK telecoms sector is currently facing significant financial and debt pressure, hitting major operators and altnets alike. Most recently, BT agreed to buy TalkTalk’s…
- Inside Anthropic’s S-1 · 18 min · Episode 285**Anthropic has kicked off the road to one of the biggest IPOs of all time, and its 300 page S-1 filing has given the credit market plenty to chew on. In this episode of Cloud…
- Unpacking JP Morgan’s lower middle market push · 27 min · Episode 284JP Morgan’s investment banking unit is so massive it has become almost synonymous with record-breaking financings. But a new initiative is expanding the bank’s coverage to…
- Jane’s LME Addiction — David Skeel talks priorities and Promesas in restructuring Puerto Rico · 31 min · Episode 283Puerto Rico may have filed to formally restructure back in 2017, but the lessons that can be learned still apply today. Former oversight board member David Skeel joins Jane…
- Shall I compare thee to an English restructuring? · 44 min · Episode 282New Fortress Energy, Fossil Group and Argo Blockchain are putting English restructuring plans on the map for US-listed borrowers. What draws them across the Atlantic, and what…
- Subprime Time — What does music royalty ABS look like today? · 10 min · Episode 281On the pilot episode of Subprime Time — a podcast dedicated to unpacking all things asset-backed finance (ABF) — deputy editor Sasha Padbidri and ABF reporter Harrison Connery…
- One does not simply raise €15bn in Europe · 27 min · Episode 280While many European direct lenders are struggling to hit their fundraising targets, Hayfin has just pulled in more than €15bn. On Cloud 9fin, Synne Johnsson speaks with Hayfin’s…
- Syndication Nation — Will protein-maxxing keep Chobani king? · 13 min · Episode 279Over the last decade, household name and beloved yogurt brand Chobani has evolved from a capacity-constrained yogurt producer into a credit market darling. But tighter debt…
- Nube 9fin — Privatizations and concessions across Argentina · 38 min · Episode 278Javier Milei’s privatization push is reopening Argentina’s infrastructure to private capital. But turning investor interest into long-term financing hinges on credible contracts…
- William Cohan reveals how Apollo and Leon Black ushered in the private credit boom amid fortune and scandal · 46 min · Episode 277Listen in on a riveting conversation with veteran financial journalist and bestselling author William D. Cohan to discuss his new book, Money to Burn: The Unvarnished Truth About…
- LME Doomscrolling — Just because you can, doesn’t mean you should · 37 min · Episode 276In this episode of LME Doomscrolling, 9fin’s senior LME lawyer Laurie Tomassian welcomes Bill Derrough, Managing Director and Chairman of the Capital Structure Solutions group at…
- Syndication Nation — Will rescheduling light up the cannabis debt markets? · 10 min · Episode 275Hemp, hemp, hooray! The cannabis industry rejoiced earlier this year when the Department of Justice officially reclassified state-licensed medical marijuana from Schedule I to…
- Distressed Diaries — Are football clubs paying too much for their boots? · 22 min · Episode 274The World Cup summer is now a fading memory, but with the Premier League back, Cloud 9fin’s Distressed Diaries keeps football in focus while shining a light on the sector’s…
- Jane’s LME Addiction — BofA drops in on a double Black Diamond navigating uncharted DQ litigation slopes · 29 min · Episode 273A New York state judge is preparing to hear a trial between Black Diamond Capital Management and Bank of America, the result of which could provide a better understanding of how…
- Eat, sleep, drive — Breaking down the Del Monte, Serta & American Tire trifecta · 28 min · Episode 272Judge Lopez’s Serta ruling lands after Del Monte and American Tire, putting pro rata sharing, sacred rights and LME damages back in the spotlight. Ropes & Gray’s Rachel…
- JP Morgan’s $1.5tn SRI targets Europe’s security supply chain · 22 min · Episode 271Daniel Rudnicki Schlumberger, a 30-year JP Morgan veteran, sits down with senior leveraged finance reporter Nicolle Liu to unpack how the bank is exporting its Security and…
- Can Indian private credit growth hit 30%? · 29 min · Episode 270India’s private credit market is moving from IBC-era rescue finance to a broader asset class. Performing credit is hot, but complexity-driven capital remains scarce and…
- Claude Code shook credit. What breaks next? · 26 min · Episode 269A major theme of the first half of 2026 was Anthropic’s Claude Code triggering a software sell-off that is still reshaping private credit, BSL and distressed debt. In the latest…
- El Niño is Spanish for … The Niño · 20 min · Episode 268El Niño is back, and *Cloud 9fin’*s LatAm and CEEMEA editors see credit risks spreading across energy, agriculture and sovereign balance sheets. Deputy LevFin Editor Sasha…
- Stepping into the ‘Archieverse’ · 27 min · Episode 267When an announcement was made last year that Universal Studios was making a movie about Archie Andrews produced by Hollywood heavyweights, it should have been a victory for one…
- The In-court Report — What Bitcoin Depot’s bankruptcy means for creditors (and scam syndicates) · 29 min · Episode 266Bitcoin Depot went from a $600m, publicly-traded business to bankrupt in a matter of months, but the story around the company and other crypto ATM providers has been brewing for…
- Syndication Nation — The tie-up between insurance and America’s AI buildout · 39 min · Episode 265In our latest episode of Syndication Nation, leveraged finance reporter Sunny Oh sits down with Mark Melchiorre, chief investment officer of Forza Investment Group, to discuss…
- Private Chat — Fundraising and secondaries during private credit’s liquidity crunch · 41 min · Episode 264It seems that over the past few months, you could sum up the troubles facing private credit with one word: ‘illiquidity.’ This is a key tenet of the asset class, and it is often…
- Distressed Diaries — Will the SUNs shine on Arxada A&E deal? · 20 min · Episode 263Sponsors Bain and Cinven are confident creditors will approve the A&E deal for Arxada, despite opposition from its senior unsecured bondholders. But is that confidence based on…
- Syndication Nation — From mega-cap to megawatts: How AI data center bonds are rewriting the credit playbook · 24 min · Episode 262In our latest episode of Syndication Nation, US investment grade editor William Hoffman and senior leveraged finance reporter Sunny Oh discuss one of the hottest topics in…
- Syndication Nation — The $81bn HY/IG jigsaw puzzle behind Paramount-WBD · 21 min · Episode 261In our latest episode of Syndication Nation, US investment grade editor William Hoffman and LevFin senior reporter Sunny Oh break down a complicated mess of debt headed for the…
- Tranche Talk — Unlocking value in infra CLOs with RRAM’s Anjana Ravani · 22 min · Episode 260In this episode of Tranche Talk, *Cloud 9fin’*s CLO series, our global head of CLOs Tanvi Gupta, talks with Anjana Mohan Ravani, head of CLOs and corporate ABS at Redding Ridge…
- Syndication Nation — Is software credit headed for terminal decline? · 30 min · Episode 259In this episode of Syndicated Nation, senior reporter Sunny Oh welcomes Lotfi Karoui, managing director and multi-asset credit strategist for Pimco, to discuss how corporate…
- Jane’s LME Addiction — Will law firm musical chairs bring LMEs 3.0? · 23 min · Episode 258In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky welcomes back Jon Henes, founder and CEO of strategic communications firm C Street to discuss the…
- Straight outta Hormuz — credit analysis in the age of macroshocks · 20 min · Episode 257While the software sell-off was the story of the markets in January, the war between the US and Iran has dominated headlines since the end of February. Back in September, 9fin…
- Syndication Nation — I just came to say HALO · 9 min · Episode 256The HALO (heavy assets, low obsolescence) trade has gained traction in recent months — particularly in the equity markets — as investors turn away from software businesses amid…
- Lessons learned from the corrosion of Exide Technologies with George Schultze · 39 min · Episode 255Everyone remembers their first car… lead-acid battery supplier bankruptcy. For Max Frumes, 9fin’s global head of distressed debt and LevFin, that situation was Exide…
- LME Doomscrolling — Data-driven reality check · 39 min · Episode 254We’re kicking off a new podcast series, LME Doomscrolling with Laurie, where 9fin’s senior LME lawyer Laurie Tomassian unpacks the impact, risks and incentives of the evolving…
- Decoding the software lending shock in private credit with MSCI · 14 min · Episode 253The recent sell-off in software has sparked a broader reassessment of risk across private credit. But are managers pulling back from risk, or just recalibrating how they price…
- China’s property developers return to offshore bond markets · 24 min · Episode 252
- Syndication Nation — The ride goes on at Six Flags, but the story isn’t settled · 12 min · Episode 251In this episode of Syndication Nation, 9fin’s podcast on all things leveraged finance, LevFin reporter David Westenhaver joins US deputy editor Sasha Padbidri to discuss his…
- Distressed Diaries — Iran war adds to bad chemistry · 24 min · Episode 250The Chemicals sector has been suffering from geopolitical tensions since Russian invaded Ukraine four years ago. Now with US President Donald Trump’s war in Iran and ongoing…
- Tranche Talk — Navigating CLO trading technicals with Performance Trust’s Alex Navin · 42 min · Episode 249In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs, Tanvi Gupta, talks with Alex Navin, managing director at Performance Trust Capital Partners…
- Syndication Nation — Credit investors turn to prediction market odds amid macro uncertainty · 12 min · Episode 248In this episode of Syndication Nation, 9fin’s podcast on all things leveraged finance, US LevFin reporter Zoe Han joins US managing editor Bill Weisbrod to discuss her recent…
- RBI to unleash Indian banks to finance M&A next month · 10 min · Episode 247This article is part of our new APAC coverage, which will ultimately require a separate subscription to view. For more info on this product, contact [email protected] A big…
- Not Your Daughter's Liens — Sid Levinson and team recall the original uptier LME · 36 min · Episode 246The 2017 NYDJ Apparel (nee Not Your Daughter’s Jeans) transaction pre-dated Serta as the original “uptier” liability management deal in which lenders holding a majority of the…
- Distressed Diaries — MFS’ bridge too far · 30 min · Episode 245The collapse of UK mortgage bridge lender Market Financial Solutions has caused chaos across specialist lending. Mortgages are the heart of the securitised products business, and…
- Distressed Diaries — Altnets dial down expansion in wake of distress · 30 min · Episode 244Alternative internet providers swarmed the market during Covid-19 when internet usage became paramount to the shift of everyone suddenly having to work from home during…
- Jane’s LME Addiction — Debevoise star recruits discuss whether LM is just amend and pretend · 24 min · Episode 243In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in Debevoise's newest partners, Rachel Ehrlich Albanese, Sam Newman and Daniel Shamah to…
- Private Chat — Doing the safety dance in the lower middle market · 30 min · Episode 242Recent headlines suggest the private credit market is beginning to crumble; however, the asset class isn't a monolith. Look further downmarket, and a far more resilient story…
- What’s in the EA endgame? · 20 min · Episode 241Electronic Arts’ proposed $55bn leveraged buyout has upended expectations for its 2031 and 2051 bonds. Instead of pricing in a straightforward 101% change-of-control payout…
- Turning working capital into liquidity with SLR’s Mitch Soiefer · 13 min · Episode 240When traditional cashflow lending tightens, liquidity doesn’t always come from the usual places — sometimes lenders have to break companies into smaller, more financeable pieces…
- Syndication Nation — The TLA-ming of the shrew · 13 min · Episode 239Anyone who was in the LevFin market in 2022 may remember banks using term loan As to fill the financing gap when rising interest rates disrupted the syndicated loan market. That…
- Syndication Nation — Recapping a jam-packed January with AGL’s Wynne Comer · 25 min · Episode 238The leveraged finance markets saw a handful of leveraged buyouts keep pricing on their financing packages tight in January 2026. This was in spite of multiple geopolitical shocks…
- Snooze/lose hits different in America · 38 min · Episode 237Ever signed up for a subscription, forgotten about it, and then been charged $100 a year later because it’s auto-renewed? Imagine doing the same, except add a few zeroes. In this…
