Cloud 9fin podcast | Listen online for free

262 episodes

Syndication Nation — From mega-cap to megawatts: How AI data center bonds are rewriting the credit playbook
27/05/2026 | 24 mins.
In our latest episode of Syndication Nation, US investment grade editor William Hoffman and senior leveraged finance reporter Sunny Oh discuss one of the hottest topics in corporate credit — data center bonds.
With billions of dollars of fresh debt hitting both high-grade and high-yield markets to finance the AI infrastructure buildout, investors are being asked to underwrite these project finance-type deals. That’s changing the job of the average tech credit analyst, forcing them to exercise a due diligence muscle they don’t typically use.
For more detail, read Will, Sunny, Yiwen and Dan’s latest piece discussing all the nuances and structures that lenders say can make or break one of these bond offerings. Find all our coverage of this new debt class at 9fin.com.
Have any feedback for us? Send a note to [email protected]. Thanks for listening!
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!

More Business podcasts

Trending Business podcasts

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.

Podcast website

Business Business News News

Listen to Cloud 9fin, Inside Business with Ciaran Hancock and many other podcasts from around the world with the radio.net app

Get the free radio.net app

Stations and podcasts to bookmark
Stream via Wi-Fi or Bluetooth
Supports Carplay & Android Auto
Many other app features

Open app

Get the free radio.net app

Stations and podcasts to bookmark
Stream via Wi-Fi or Bluetooth
Supports Carplay & Android Auto
Many other app features

Cloud 9fin

Scan code,
download the app,
start listening.