Fixed + Floating – The Credit Podcast - Episode Directory
Fixed + Floating is a credit podcast for institutional investors and finance professionals exploring the forces shaping global credit markets. Hosted by credit PM Josef Pschorn.
Each episode features conversations with leading voices from investing, research, and academia — analyzing the technical mechanics of High Yield, Private Debt, and Distressed Situations. From covenant evolution and liability management to the impact of macro policy on credit cycles and capital structures.
Forensic depth and professional clarity for the global fixed-income community.
All episodes with transcripts and written analysis are below.
Episode Directory
01 - First Brands Collapse & Credit Insights | Jared Muroff (Octus) YouTube Spotify Apple Podcasts
02 - The Rise of Shadow Defaults & Private Credit Risks | Edward Altman (NYU Stern) YouTube Spotify Apple Podcasts
03 - How BDCs, Insurers & Private Credit Are Quietly Converging | Jakub Lichwa (TwentyFour AM) YouTube Spotify Apple Podcasts
04 - Global Chemicals Overcapacity & Credit Stress | Timothy Riminton (Bloomberg Intelligence) YouTube Spotify Apple Podcasts
05 - Global Chemicals Overcapacity: INEOS Deep Dive | Timothy Riminton (Bloomberg Intelligence) - YouTube Spotify Apple Podcasts -
Deep Dive INEOS Group Holdings | Deep Dive INEOS Quattro
06 - Why 7.9% Returns Beat 13.9% Yields: The “Fool’s Yield” Trap | Greg Obenshain (Verdad Capital) - YouTube Spotify Apple Podcasts
07 - BDCs Deep Dive: Seaport's John Giordano on Redemptions, PIK Risks & BlackRock Marks - YouTube Spotify Apple Podcasts
08 - YouTube Spotify Apple Podcasts
09 - YouTube Spotify Apple Podcasts