The GlobalCapital Podcast
A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world.
Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets.
This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury officials, investors, lawyers, analysts, NGOs and lobbyists, regulators and policy makers, and analysts.
GlobalCapital has been the "voice of the markets" for over 35 years, covering bond, loan, equity and securitisation markets around the world.
We cover everything from public sector bond issuers, financial institutions, emerging markets and investment grade corporate bonds and loans to securitisation (including CLOs and ABS), regulation and market news as well as industry gossip.
GlobalCapital is written for capital markets professionals but the podcast is of value to anyone with an interest in the industry, whether you have been working in it for as long as we have, or are looking to make your first career move into it.
This podcast is a commute-sized slice of everything that's most interesting from the world's capital markets with the aim of helping you sound smarter in your morning meeting, or making you stand out from the crowd of other hopefuls when kick-starting your career.
And don't forget, you can #AskGC anything you like and we will select the best questions to answer on the show.
Contact us at podcast@globalcapital.com
The GlobalCapital Podcast
Reining in private credit, AI capex looms over bonds and defence label flaps wings
◆ Private credit, banks or securitization — which one is regulated too lightly?
◆ How AI capex will affect Europe's bond market
◆ What do defence bonds achieve?
Two senior UK bankers were in the House of Lords this week pleading for lighter regulation in the face of competition from private credit and their US rivals. One, Michael Roberts, the CEO of HSBC Bank plc and its CEO of corporate and institutional banking, even implied that securitization may be too lightly regulated as part of his argument. We discuss what he meant by that and debate whether private credit is a systemic risk that should face tougher standards
Bpifrance issued the first bond to carry the European Defence Bond label in the public sector bond market this week. The new label is finding its feet, so we question what it achieves, what it is missing and how it might catch on.
Finally, we gasped at the staggering amount of capex that big US tech firms want to do to fund AI spending. Some of it will be done in the European bond market through Reverse Yankee issuance. Market participants worry that this is bad news for European issuers. We examine why and whether they are right to fret.
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