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Cloud 9fin

9fin

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261 episodes

Syndication Nation — The $81bn HY/IG jigsaw puzzle behind Paramount-WBD
07/05/2026 | 21 mins.
In 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 primary in the back half of 2026 to fund the combination of Paramount Skydance and Warner Bros. Discovery.
The debt stack is expected to include $32bn of existing bonds and $49bn of newly syndicated debt split across asset classes for one of the largest financings of the year.
For more detail, read William, Sunny and Will Macadam’s latest piece breaking down the colossal $81bn debt stack that will finance this deal. Find all our coverage of the Paramount-WBD deal at 9fin.com.

Have any feedback for us? Send a note to [email protected]. Thanks for listening!
Tranche Talk — Unlocking value in infra CLOs with RRAM’s Anjana Ravani
05/05/2026 | 21 mins.
In 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 Asset Management.
They dive into infrastructure CLOs as an exciting growth area and discuss the value proposition for investors looking to underwrite the asset class and what the portfolio composition would look like for these deals.
They also delve into the lay of the land in private credit, CLO triple-A investor sentiment and the potential misconceptions about captive equity returns.
Syndication Nation — Is software credit headed for terminal decline?
28/04/2026 | 29 mins.
In 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 credit has managed to hold up in the face of geopolitical jitters from the Middle East and worries around the terminal value of software businesses.
Karoui also addresses the relative liquidity between direct lending and 144a private placements — often conflated with private credit — the growing dispersion of loan marks in business development vehicles, and questions around whether public bond markets can absorb the flood of data-center-driven issuance spurred by hyperscalers’ AI spending.
Find all of our coverage on leveraged finance and corporate credit at 9fin.com.
Have any feedback on the podcast? Send us a note at [email protected] — thanks for listening!
Jane’s LME Addiction — Will law firm musical chairs bring LMEs 3.0?
24/04/2026 | 22 mins.
In 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 market’s shift from the technical "how-to" of liability management transactions to the fundamental "why."
Jon addresses the growing skepticism surrounding the efficacy of these deals, the strategic vision behind C Street’s new law firm optimization practice and explores whether the "musical chairs" of elite legal talent is ushering in a new era of consensual capital solutions or simply more complex bankruptcies.
Find all our coverage on LMEs at 9fin.com.
Have any feedback on the podcast? Send us a note at [email protected] — thanks for listening!
Straight outta Hormuz — credit analysis in the age of macroshocks
16/04/2026 | 20 mins.
While 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 highlighted a closure of the Strait of Hormuz as a black swan event that would shock the oil markets. When that scenario moved from a remote possibility to an impending risk, the team revisited the situation and outlined the first and second-order impacts of a potential strike — and then the war began.
In this episode, 9fin’s global head of distressed and LevFin Max Frumes is joined by senior credit analyst Alec Keblish to score the call: what they got right, what this tells us about prevailing market sentiment, and which sectors and individual issuers still contain pockets of volatility or opportunity even if the war were to conclude today.
Have any feedback for us? Send us a note at [email protected]. Thanks for listening!

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About Cloud 9fin

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.

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