Cloud 9fin

Dec 11 2024 168 ep. 20 mins 20

Cloud 9fin Podcast artwork

Get the download on debt markets with Cloud 9fin, where our team pulls back the curtain on corporate credit and gives you the inside scoop on leveraged finance, private credit, distressed debt and everything in between. 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. Come and join the discussion on the hottest debt market stories, with our expert in-house team and special guests.

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How to fix a broken balance sheet

Dec 11 2024 35 mins

Who is more invested in a breakfast of eggs and bacon — a chicken or a pig? And what does this have to do with leveraged finance?Find out in this week’s episode of Cloud 9fin as global head of distressed debt and restructuring Max Frumes talks with Mike Harmon about his forthcoming book The Financial Restructuring Tool Set: How to Fix Your Broken Balance Sheet. They talk about

On becoming the voice of Europe's buyside

Dec 04 2024 46 mins

After a great run co-founding and helping to build up the European Leveraged Finance Association, Sabrina Fox is putting ELFA on the shelf to focus on her work at Fox Legal Training and Good Girl to Goddess.In this episode of Cloud 9fin, ESG analyst Jennifer Munnings sits down with Sabrina to explore how ELFA has shaped buyside engagement and elevated standards in credit markets. F

The case for lower middle market lending

Nov 27 2024 13 mins

Are you a business owner and now looking to retire? Not to worry, because as private equity sponsors fund that move to Florida, their acquisitions are made possible by the private credit firms which have cultivated a lower middle market lending strategy.But lower middle market lending is, of course, not without its challenges. Intensifying competition from firms honing in on the sp

Lycra stretches out for private credit

Nov 25 2024 13 mins

More and more, the lines are blurring between our private credit and distressed coverage.In this episode of Cloud 9fin, private credit editor David Brooke mines the reportage of Bianca Boorer, senior distressed debt reporter, and Shubham Saharan, senior private credit reporter. They talk about the challenge Lycra’s stakeholders face in navigating the company’s balance sheet, an

What could go wrong in the 'golden age' of private credit?

Nov 20 2024 35 mins

Not all that glitters is gold. And not everyone agrees that the recent era for private credit should be called “the golden age.”In this week’s episode of Cloud 9fin, produced in partnership with Arena Investors, senior private credit reporter Peter Benson sits down with Arena co-founding CEO and CIO Dan Zwirn to talk through his latest white paper. He takes a contrarian look

Two continents divided by the same numbers

Nov 13 2024 12 mins

Private credit in both the US and Europe has faced a great deal of pressure from bank lenders in 2024. But despite a slow start, the asset class is holding its ground on a year-to-date basis.In this week’s episode of Cloud 9fin, private credit editor David Brooke digs into the data with analysts Devin McGinley and Elijah Jackson. They chat through the trends, diving into their re

Red dawn

Nov 08 2024 10 mins

A majority of American voters have embraced Donald Trump’s message, and a lot of things are about to change. What does his resounding victory in this week’s Presidential election mean for debt capital markets?It’s a little early to give a comprehensive answer, but in this special edition of Cloud 9fin we’ve done our best to touch on some of the big issues. Tune in to hear W

How funds are NAVigating the M&A lull

Nov 06 2024 11 mins

All eyes are on the results of the US election results today, and soon, they’ll turn back to the Federal Reserve. Hinging on whether the Fed decides to continue rate cutting at its next meeting — and how deeply — a flood of M&A could hit the market. In the meantime, though, funds have been forced to take extraordinary measures to make their way through the muddle in the m

The cost of environmental catastrophes is rising

Oct 30 2024 27 mins

Batten down the hatches, because the cost of environmental damage continues to rise.Hurricanes and natural disasters pose a threat to leveraged credits. This year’s Atlantic hurricane season, which runs from June to November, has caused significant physical and financial damage to borrowers and civilians located mainly in the southeastern part of the US. Damages from hurricanes H

Going direct but staying flexible, with AlbaCore Capital

Oct 29 2024 12 mins

Even with competition heating up, the direct lending market is ripe with opportunity.In this week’s episode of Cloud 9fin, Fin Strathern interviews Bill Ammons, founding partner and portfolio manager at AlbaCore Capital.They discuss the evolution of leveraged finance as direct lending develops, and the importance of providing flexibility and optionality. Bill shares insights from