EP 03: Behind the Yield with John Miller on Where Munis Go from Here
In this episode of Industry Insights: Exclusive Interviews, host Julie Miecamp introduces a timely conversation on municipal credit as the market reaches the halfway point of 2025.
Reporter Hoa Nguyen sits down with John Miller, Chief Investment Officer and Head of the Municipal Credit Team at First Eagle investments, to explore how investors are responding to tax policy uncertainty, April’s rate volatility, and shifting fund flows. They examine key sectors including senior living, charter schools, and state housing authorities, as well as the impact of ETF outflows, refunding rules, and the proposed increase to the SALT cap.
Drawing from more than thirty years in the market, Miller shares how institutional investors are thinking about credit risk, duration, and pricing power in a year that continues to evolve.
If you follow public finance or fixed income, this is a clear and focused look at what matters now.
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Hosted by Julie Miecamp
Interview by Hoa Nguyen
Produced by Tanya Hubbard
Recorded in New York Studio
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EP 02: Volatility, Tariffs, and the CLO Machine, A Global Look with Steve Baker
Hosted by Julie Miecamp, this episode of Industry Insights: Exclusive Interviews features a timely and wide-ranging conversation between Hugh Minch and Steve Baker, Global Head of CLO Primary at J.P. Morgan. From April’s tariff shocks to shifting investor dynamics, they break down what’s really happening in the CLO market and what might come next.
You’ll hear why Japanese investors have remained steady, how ETFs are adding both access and volatility, and where the opportunities are emerging across U.S. and European structures. Julie opens the episode with essential context, and Steve closes with a perspective built on 25 years of market experience.
If you’re navigating credit markets, this is the one to queue up.
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EP 01: Navigating Today’s Credit Landscape with David Hirschmann
Welcome to the debut episode of Industry Insights: Exclusive Interviews on the Octus Podcast Network! In this episode, Maryna Irkliyenko, Deputy Managing Editor of Debt Origination and Private Credit at Octus, sits down with David Hirschmann, Head of Credit Strategy at Permira, to explore the evolving dynamics of the credit market in Europe and beyond.
From analyzing the impact of the reopened syndicated loan market to uncovering opportunities in the European mid-market, Maryna and David dive into key trends that are reshaping private credit. They discuss the increased competition from direct lenders, the rise in club deals, and the pricing shifts influenced by dry powder levels and changing economic conditions. David also shares insights into Permira's approach to risk-adjusted returns, strategic focus areas, and the future of base rates.
This episode delivers exclusive perspectives on the current challenges and opportunities within credit markets, with valuable takeaways for investors, asset managers, and finance professionals looking to stay ahead.
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