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Above the Fray
PodcastNachrichtenGeldanlageEnglisch

Above the Fray

NeuSystemic Risk, Then and Now: A Judge’s Perspective05.11.2026 · 32 Min.
Folgen
12
Erscheint
wöchentlich
Letzte Folge
5. Nov. 2026

Über den Podcast

Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Each week, it puts power into perspective by connecting timely developments to the bigger themes of driving markets, turning complexity into clear, actionable insight for issuers, investors, and market participants.

Folgen 12

  1. Systemic Risk, Then and Now: A Judge’s Perspective

    32 Min.Folge 12

    What did Lehman teach us about systemic risk? Judge James Peck and Mark Lightner join Winnie Cisar to revisit the historic bankruptcy and explore where the next financial shock could emerge, from private credit …

    Shownotes

    What did Lehman teach us about systemic risk? Judge James Peck and Mark Lightner join Winnie Cisar to revisit the historic bankruptcy and explore where the next financial shock could emerge, from private credit to the rapid AI buildout.

  2. Midterms, Markets & the Road to 2028

    31 Min.Folge 11

    Are markets ready for a midterm shakeup? PIMCO’s Libby Cantrill joins Winnie Cisar to unpack what the election could mean for Washington, fiscal policy, affordability, rising deficits and the road to 2028.

  3. 2027: What Economists See Coming

    48 Min.Folge 10

    AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic …

    Shownotes

    AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic change in 2027.

  4. AI, Higher Rates and the Future Economy

    53 Min.Folge 9

    Title: Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets …

    Shownotes

    Title:

    Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets, and where the AI investment boom may be headed.

  5. The New Power Brokers

    60 Min.Folge 8

    What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as …

    Shownotes

    What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.

  6. Late Cycle, Fewer Backups

    23 Min.Folge 7

    Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle …

    Shownotes

    Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle vulnerabilities and lessons from the Global Financial Crisis.

  7. Financing the Future

    29 Min.Folge 6

    Recorded during Climate Week, this episode explores sustainable debt, climate resilience, AI infrastructure, and data center financing. Winnie Cisar, Marcy Block, and Steve Liberatore share insights into …

    Shownotes

    Recorded during Climate Week, this episode explores sustainable debt, climate resilience, AI infrastructure, and data center financing. Winnie Cisar, Marcy Block, and Steve Liberatore share insights into emerging trends and investment opportunities.

  8. Private Credit Unpacked

    25 Min.Folge 5

    Is private credit a systemic risk or the next frontier of finance? Justin Patrie sits down with Fitch’s Meghan Neenan and Ruth Yang to unpack defaults, redemptions, AI-driven software stress, and what's ahead …

    Shownotes

    Is private credit a systemic risk or the next frontier of finance? Justin Patrie sits down with Fitch’s Meghan Neenan and Ruth Yang to unpack defaults, redemptions, AI-driven software stress, and what's ahead for this $6T asset class.

  9. The Mighty Consumer - Bending or Breaking?

    21 Min.Folge 4

    Is the mighty US consumer reaching a breaking point? Host Justin Patrie sits down with CreditSights' James Goldstein and Fitch's Olu Sonola to unpack 'fragile stability,' value-seeking spending, the labor …

    Shownotes

    Is the mighty US consumer reaching a breaking point? Host Justin Patrie sits down with CreditSights' James Goldstein and Fitch's Olu Sonola to unpack 'fragile stability,' value-seeking spending, the labor market, and whether the economy is truly K-shaped.

  10. The Thread That Pulls Everything Apart

    38 Min.Folge 3

    Winnie Cisar & CIBC's Chris Harvey break down the SpaceX IPO, AI's $500B buildout, global competition & leverage in the system. Is a market melt-up next? Don't miss their smart takes on credit vs. equity.

  11. Meet the Minds Behind the Mic

    13 Min.Folge 2

    Before we dive into markets and macro, meet the minds behind the mic. Hosts Winnie Cisar and Justin Patrie share their winding paths into finance, what sets Fitch apart, how AI is reshaping research, and the …

    Shownotes

    Before we dive into markets and macro, meet the minds behind the mic. Hosts Winnie Cisar and Justin Patrie share their winding paths into finance, what sets Fitch apart, how AI is reshaping research, and the podcasts and books that fuel their curiosity.

  12. Introducing "Above the Fray" - Fitch Group's New Podcast on Credit, Markets & Global Trends

    1 Min.Folge 1

    Markets move quickly, and so do the forces shaping credit, the economy, and global markets. Above the Fray is Fitch Group’s new weekly podcast covering the biggest developments in credit, macro, geopolitics …

    Shownotes

    Markets move quickly, and so do the forces shaping credit, the economy, and global markets. Above the Fray is Fitch Group’s new weekly podcast covering the biggest developments in credit, macro, geopolitics, and market trends. Hosted by Winnie Cisar and Justin Patrie, the series offers expert analysis and clear perspectives to help audiences stay informed.

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