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Cloud 9fin

9fin

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257 episodes

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!
Syndication Nation — I just came to say HALO
14/04/2026 | 8 mins.
The HALO (heavy assets, low obsolescence) trade has gained traction in recent months — particularly in the equity markets — as investors turn away from software businesses amid AI displacement concerns.
In this week’s episode of Syndication Nation, 9fin’s podcast on all things leveraged finance, LevFin reporter David Westenhaver joins US deputy editor Sasha Padbidri in unpacking HALO for our side of the market — which credits are actually benefitting from the trade, and whether this is truly a safe haven for LevFin investors.
Have any feedback for us? Send us a note at [email protected]. Thanks for listening!
Lessons learned from the corrosion of Exide Technologies with George Schultze
09/04/2026 | 39 mins.
Everyone remembers their first car… lead-acid battery supplier bankruptcy.
For Max Frumes, 9fin’s global head of distressed debt and LevFin, that situation was Exide Technologies. It was the first full cycle of distress, bankruptcy and emergence that he covered in his storied career.
And George Schultze, founder and CEO of Schultze Asset Management and author of The Art of Vulture Investing, was an investor during that Exide bankruptcy — the second one, anyway — which taught him some valuable lessons about the importance of being nimble. And, of course, that regulatory factors are more likely to upend distressed investing strategies than support them.
In this latest episode of Cloud 9fin, Max and George compare notes, reminisce, and banter about a wide spectrum of distressed companies past and present.
Thanks for listening! Have any feedback for us? Send a note to [email protected].
LME Doomscrolling — Data-driven reality check
07/04/2026 | 38 mins.
We’re kicking off a new podcast series, LME Doomscrolling with Laurie, where 9fin’s senior LME lawyer Laurie Tomassian unpacks the impact, risks and incentives of the evolving landscape of liability management exercises.
In this inaugural episode, Laurie sits down with Professor Mark Roe and researcher Vasile Rotaru of Harvard Law School to explore their new study which measures how non-pro rata coercive LMEs fare in the long run. They discuss whether LMEs deliver on their promise(s) to sustainably extend a distressed company’s runway.
Their study, entitled Liability Management’s Limited Runway: Corporate Restructuring Today, can be found here.
Have any questions? Send us a note at [email protected].
Decoding the software lending shock in private credit with MSCI
03/04/2026 | 14 mins.
The recent sell-off in software has sparked a broader reassessment of risk across private credit. But are managers pulling back from risk, or just recalibrating how they price it?
In this episode of Cloud 9fin, private credit reporter Anna Russi sits down with Patrick Warren, head of private credit research at MSCI, to unpack what’s driving the shift. Drawing on new data, they explore where signs of stress are emerging in software lending and venture debt, how valuation marks could be masking underlying pressures, and what this reveals about risk, performance, and portfolio assumptions in today’s market.
Have any feedback for us? Send a note to [email protected].

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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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