France & AI’s Debt Boom: When Do Bond Buyers Push Back? | Matt King (Satori Insights) #23

The founder of Satori Insights on France’s fiscal pressures, hyperscalers that keep borrowing despite higher yields, and why tight credit spreads can…

Oct 20 • Fixed + Floating

8

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1:05:05

CCCs are flashing red. But what are they warning about?

Part I: How higher interest rates impair leveraged capital structures

Oct 17 • Fixed + Floating

12

6

Why is CLO equity underperforming?

E22 – Shiloh Bates (Flat Rock Global) maps why self-healing stopped offsetting loan losses + the extra 175bp of spread in private credit CLOs

Oct 6 • Fixed + Floating

6

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1:17:45

September 2026

Credit Risk's Left Tail: How Much Can You Lose? | Michael Gatto (Silver Point) #21

E21 - Silver Point’s Michael Gatto explains why credit investors must underwrite not only the probability of default, but also the loss severity.

Sep 22 • Fixed + Floating

9

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1

1:26:19

Why Creditors Pay Equity in an LME

A two-year extension can move value to shareholders without generating a single extra $1m of EBITDA. You only see the backdoor if you price the option.

Sep 16 • Fixed + Floating

9

2

Who Pays for the GPUs?

E19 – Ankur Patel (Ares) on how GPU financings are structured and what role ABF is playing in financing the AI revolution

Sep 8 • Fixed + Floating

4

2

56:15

August 2026

Do Restructurings Still Cut Debt?

E19 – Mike Harmon (Stanford GSB) maps why out-of-court processes move maturities without reducing debt + why the swaps that still happen are almost all…

Aug 26 • Fixed + Floating

8

1

1:05:36

Inside a Long/Short Credit Hedge Fund | Frits Lieuw-Kie-Song (Ironshield Capital) #18

…on why the median LME now returns within a year + what that does to the credits a fund can actually own.

Aug 4 • Fixed + Floating

4

1:11:39

How a Long/Short Credit Hedge Fund Decides What to Own

E18 - Frits Lieuw-Kie-Song (Ironshield) breaks down the seven questions a credit has to survive before it becomes a position

Aug 4 • Fixed + Floating

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1

July 2026

The Plumbing of Private Credit: Inside the Transfer Mechanics

E17 – Alex Cordover (Tradable) maps how a $25M private loan changes hands — participations, assignments and the four-to-six-week close + what actual…

Jul 21 • Fixed + Floating

6

3

Stretch Is Not Cash: The Lesson From Strategy’s Preferred Crash

E16 — Mark Palmer (StoneX) on $22bn of leverage, retail margin calls, and the Digital Credit Capital Framework of Strategy

Jul 8 • Fixed + Floating

4

1

June 2026

Financing the Big Market Delusion — Why the AI Build-Out Puts the Loss on Credit

E15 — Aswath Damodaran (NYU Stern) on why the AI market is arithmetically capped, why lending on an equity narrative breaks corporate finance, and what…

Jun 22 • Fixed + Floating

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