Best Rmbs Podcasts (2024)

1
Consumer ABS and RMBS performance will continue to weaken moderately for remainder of H2 21:45

4h ago21:45

21:45

High rates and inflation will continue threatening consumers’ ability to pay their debts in some regions in the coming months, but solid job growth will temper the negative effect on performance. Speakers: Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Gaby Trinkaus, Senior VP/Manager at Moody's Ratings; Gracie Zhou, VP-Senior Analyst at Mood…

1
From Australia with reverse 26:47

5h ago26:47

26:47

This week on Another Fine Mezz, the usual suspects of host, Tom Lemmon and CLO reporter, Victoria Thiele were a man down owing to European ABS reporter, George Smith losing his voice - of all things. However, GlobalCapital now has a securitization podcasting production line not dissimilar to Australian cricket's fast bowling ranks, which meant it w…

1
Tap, tap, tap in the equity 23:56

5h ago23:56

23:56

On this week's Another Fine Mezz, usual host Tom Lemmon was taking a well-earned break to play golf, but it seems his enthusiasm for the sport has spread to European ABS reporter, George Smith. Perhaps he was also inspired by the professionals in Troon this weekend. Away from golf, it seems European CLO equity may be getting easier to sell too. It'…

1
The last days of Rhone 23:45

10h ago23:45

23:45

GlobalCapital's CLO reporter, Victoria Thiele, returned to her desk just in time from her trip to Germany this week, in what was a collection of the weary thanks to international football and growing babies. With a less hectic week in the primary ABS market, securitization editor, Tom Lemmon, and European ABS reporter, George Smith discussed whethe…

1
CLO Series: John Kerschner, Janus Henderson 38:31

21d ago38:31

38:31

At last, the Another Fine Mezz team's CLO Series is back with a bang after to chatting to potentially the hottest property in CLOs. That is John Kerschner, head of US securitized products and portfolio manager at Janus Henderson. Also known as the man behind the mammoth CLO ETFs, JAAA and JBBB. Together, the two CLO ETFs have just under $12bn in as…

1
ABS resistance is melting (very slowly) 27:08

22d ago27:08

27:08

Holiday season is in full flow it seems for the Another Fine Mezz team. Last week, usual host, Tom Lemmon, was enjoying an early Summer break, and so this week he stepped into cover for European ABS reporter, George Smith. This was a week characterised by election excitement, with every issuer still in the market looking to be done sooner rather th…

1
Carnival of the (ABS) Animals 24:48

15d ago24:48

24:48

The weird and wonderful world of European securitization was in full view last week with a number of issuers showing off their creative sides through their penchants for animal-themed shelfs. Hyundai had an Auto ABS named Pony, while ING came out with yet another Green Lion, but most interesting of all in the animal ABS kingdom was from Cerberus' b…

1
Trends and Outlook for European Consumer and Auto Finance 6:54

1M ago6:54

6:54

Join ABS analysts Markus Papenroth, Head of European ABS, and Tom Deacon, Director, for a discussion on the latest trends in consumer and auto finance.By Fitch Ratings

1
AI-assisted underwriting has benefits and risks for structured finance transactions 11:33

16d ago11:33

11:33

The use of artificial intelligence in collateral underwriting comes with both benefits and risks to structured finance transactions, while jurisdictions take different approaches to AI regulation. Speakers: Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Johann Grieneisen, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior …

1
CMBS shocks while solar hopes rise 31:19

1M ago31:19

31:19

What a week it was for European securitization, filled with both encouraging and worrying events for the Another Fine Mezz team to get stuck into. Firstly, host Tom Lemmon stepped into his old European ABS shoes to cover the exciting news that some form of public renewable energy ABS might soon be a reality in Europe. On June 14, Hometree, a UK-bas…

1
Stunning Stellantis leads the way 28:51

26d ago28:51

28:51

Stellantis grabbed the attention of the Another Fine Mezz team this week after pricing a huge €1.2bn Italian auto ABS with investors desperate to get their hands on it. The buzz from Barcelona is still continuing it seems with strong demand for a range of ABS paper, including Nationwide's second 'stock and drop' deal and yet more Italian paper, in …

1
The jam-packed road to Barca 41:48

1M ago41:48

41:48

A jam-packed episode of Another Fine Mezz this week meant a full line-up of podcasters was needed, and they duly delivered. With European securitization reporter, George Smith, away for the last couple of weeks, he was forced to pick his favourite. As ever on the podcast, creativity in the market is rewarded and so it was perhaps unsurprising that …

1
Credit-risk transfer transactions’ prominence grows as regulations evolve 18:16

2M ago18:16

18:16

As the regulatory environment continues to evolve, US and European banks have sought regulatory capital relief by offloading the credit risk of loans they make via special types of transactions. Guests: Warren Kornfeld, Senior Vice President at Moody's Ratings; Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Frank Cerveny, VP-Senior Research A…

1
Structured Finance Markets in Non-China APAC 14:38

2M ago14:38

14:38

Explore Structured Finance markets in Asia Pacific outside China, and potential evidence of deteriorating metrics, with APAC SF Senior Directors Natasha Vojvodic and Atsushi Kuroda, and Head of APAC Structured Finance Ben McCarthy.By Fitch Ratings

1
Squeezing out all the tiers 24:37

2M ago24:37

24:37

This week's episode of Another Fine Mezz had a distinctly American flavour to it, owing to CLO reporter, Victoria Thiele's trip to New York and the rapid tightening in the US CLO market. In addition, European securitization reporter, George Smith, was away taking a well-earned rest after his gigantic contribution for GlobalCapital's Global ABS spec…

1
CLO Series: Michael Herzig, First Eagle Alternative Credit 44:12

2M ago44:12

44:12

This week on Another Fine Mezz, securitization editor Tom Lemmon gave usual podcasters George Smith and Victoria Thiele a well-earned rest. That was to make way for Michael Herzig, senior managing director and head of business development at First Eagle Alternative Credit in the first episode of GlobalCapital's CLO series. The US CLO market is back…

1
US Government Bonds with Chamath De Silva from Betashares 26:11

2M ago26:11

26:11

This week we sit down with Chamath De Silva, Head of Fixed Income at Betashares to discuss US Government Bonds and briefly, its new Australian Major Bank Subordinated Debt ETF (ASX:BSUB). Betashares currently have over $37 billion in funds under management, and $10.5 billion in fixed income funds.

1
The beauty of being global with Richard Rauch from Brandywine Global 37:12

2M ago37:12

37:12

There are good reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard Rauch from Brandywine Global Investment Management delves into government and corporate bonds and active and passive investment. The beauty of being global is the third in a series of three Fixed Income Building Blocks podcasts …

1
European CMBS, where the 'M' stands for 'data centre' 13:57

2M ago13:57

13:57

This week on Another Fine Mezz, the spectre of challenging diaries due to time difference meant usual host and securitization editor Tom Lemmon had to miss out. However, European reporters George Smith and Victoria Thiele went on a whirlwind tour of securitization in super quick time. Although it seems some in the market may need to go back to scho…

1
Regs can only get better 30:32

2M ago30:32

30:32

The UK had a lot going on politically with its local and mayoral elections last week, which perhaps explains why the future of UK securitization regulation wasn't on the front page of the nationals. However, for GlobalCapital's team of securitization podcasting hacks on Another Fine Mezz, it certainly was. European securitization reporter, George S…

1
Factors Influencing Subprime Auto ABS Performance 7:59

2M ago7:59

7:59

Join ABS analysts Todd Swanson, Director, and Nicholas Eklund, Associate Director, for a look into performance trends in the subprime auto ABS space, including some unique post-pandemic drivers and how they may impact performance going forward.By Fitch Ratings

1
Introducing the CFMG Monthly Income Fund with Andrew Thomson 18:37

3M ago18:37

18:37

How do you build a fixed income product based on residential property? We spoke to CFMG Capital’s Andrew Thomson about how the CFMG Monthly Income Fund provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property. It provides investors with a regular income s…

1
All you can ETF and Santander's big beautiful ABS 28:33

3M ago28:33

28:33

It was another week of 100% attendance from the Another Fine Mezz team, but such was the quality of stories this week, there was a fair bit of bickering over who got to go first. For the starter, European Securitization reporter, George Smith had Santander's mammoth German consumer ABS to discuss, where investors chose to fill up on mezz. Then, the…

1
Private credit CLOs becoming more likely in Europe as market grows 13:55

3M ago13:55

13:55

Should European non-bank direct lenders turn to collateralized loan obligation financing, transaction collateral will likely reflect the wide range of borrowers to which private credit lenders cater. Speakers: Sean Marion, MD-EMEA Structured Finance at Moody's Ratings; Shan Lai, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Re…

1
Three Critical Stages to Inflation with Christian Baylis from Fortlake 34:16

3M ago34:16

34:16

Where are we in the journey to lower inflation? Tune in to hear expert commentary from award winning fixed income portfolio manager, Dr Christian Baylis. What is the neutral real rate? What’s attractive right now? What do rising defaults mean for credit spreads? Learn about Fortlake’s fascinating default arbitrage strategy.…

1
Deals, deals and downgrades 25:07

3M ago25:07

25:07

A full house again on Another Fine Mezz this week where CLO reporter Victoria Thiele was practically bouncing off the walls with three Euro CLOs to report on. However, host Tom Lemmon didn't quite burst her bubble as much as put into context how small it is with an update on the flood of primary market supply in US CLOs. The question across the Atl…

1
Belmont Green gets its flowers 29:45

3M ago29:45

29:45

This week on Another Fine Mezz, the full podcasting trio was on hand to digest yet another hectic week for European Securitization. First up, ABS reporter, George Smith - with his wonderful new microphone - explained why Belmont Green's buy-to-let RMBS deal took the plaudits amongst a packed field, and even got the GlobalCapital cartoon as reward f…

1
UK Mortgage Market Update 2024 8:32

4M ago8:32

8:32

By Fitch Ratings

1
Basel Endgame will smooth real estate cycles, create opportunities for non-bank lenders 13:38

4M ago13:38

13:38

Basel 3.1 reforms will lead banks to apply high haircuts to unsustainably high property values and adjust mortgage risk weights to better differentiate between low-risk and high-risk loans. Speakers: Alexander Zeidler, VP-Sr Credit Officer at Moody's Ratings; Guillaume Lucien-Baugas, VP-Senior Analyst at Moody's Ratings Hosts: Aaron Johnson, VP-Sen…

1
Diversity & Liquidity with Anthony Kirkham from Western Asset Management 25:46

4M ago25:46

25:46

Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. Diversification is a key reason investors turn to fixed income, but it’s important to think about liquidity and yield as well. Rising interest rates have changed the outlook and prospects for the asset…

1
My kingdom for a second lien 17:33

3M ago17:33

17:33

In an admirable effort to bring securitization to the people, George sat down on a Monday morning straight out of a holiday, beard still wild and unkempt, to discuss the latest movements in the ABS and CLO market with Victoria. Unusual activity in the second lien UK RMBS market kept the GlobalCapital reporters busy last week. George dug into the dr…

1
When Altice said and done 24:01

4M ago24:01

24:01

◆ Don't sweat the downgrade ◆ ABS rush ahead ◆ Another Fine Member for the team Three became four this week on everyone's favourite securitization podcast. GlobalCapital's newest reporter Diana Bravo joined the team from New York to say hello and discuss an interesting development in the US solar ABS market. Rating agencies downgraded Altice in the…

1
Cyberattacks on mortgage servicers are a risk to structured finance transactions 11:08

4M ago11:08

11:08

Recent cyberattacks on three mortgage servicers did not hurt rated residential mortgage-backed security performance, but show how disrupted operations can affect structured finance transactions. Speakers: Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Frank Wissman, VP-Senior Analyst at Moody's Ratings Host: Aaron Johnson, VP-Senior Resear…

1
If I could turn back time (I'd do more credit work) 19:04

4M ago19:04

19:04

Victoria Thiele took on hosting duties for this week's episode of Another Fine Mezz with usual host, Tom Lemmon, off playing golf somewhere. With so many ABS deals in the market, Victoria also had to ease the load on George Smith earlier in the week. But Victoria and George weren't the only ones in need of a little extra time. European ABS investor…

1
The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank 41:08

4M ago41:08

41:08

Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks and it’s many protections as well as Thinktank’s two funds in this informative podcast.

1
The ABS show must go on 25:18

5M ago25:18

25:18

This week's episode of Another Fine Mezz had a certain morning after the night before feel, with Tom Lemmon and Victoria Thiele still a bit fragile from their midweek fun. Fortunately, George Smith had youth on his side to lend a steadier hand. The trio reflected on a bustling (and boozy!) night at GlobalCapital's 2024 European Securitization Award…

1
Jumping Off The Conveyor Belt with Amy Xie Patrick 44:08

5M ago44:08

44:08

Career, life, decision making and figuring out the ‘why’. In celebration of International Women’s Day we sit down with Amy Xie Patrick from Pendal Group.

1
Recovering from Sin City 22:27

5M ago22:27

22:27

This week on Another Fine Mezz, it was a case one step forward and two back as host Tom Lemmon returned only to find CLO reporter, Victoria Thiele away from her desk and enjoying the beauty of South Korea. With Tom only just back in one piece after SFVegas 2024, there was much to discuss. From spying who's visiting from their European bases, to pay…

1
Yield & Risk with Andrew Canobi from Franklin Templeton 23:46

5M ago23:46

23:46

Have you ever wondered how a portfolio manager invests? In this podcast we unpack yield and risk with Andrew Canobi from Franklin Templeton. He explains the Franklin Templeton investment process and gives some unique insights into yield relationships between various securities. For example, Australian major bank senior unsecured, subordinated Tier …

1
Potential for European solar panel loan ABS is growing, with familiar risks 11:27

5M ago11:27

11:27

As solar panels become more common in Europe, the first solar loan asset-backed security becomes more likely. But while the asset class is new, many associated risks are familiar to ABS investors. Speakers: Armin Krapf, VP-Sr Credit Officer at Moody's Investors Service; Pedro Sancholuz Ruda, VP-Sr Credit Officer at Moody's Investors Service Host: A…

1
Good job(s) all around 37:05

5M ago37:05

37:05

As much the three hosts of Another Fine Mezz love talking about deals, this episode is dedicated to the people who make them happen. At the start of a new year, some of our listeners may be thinking about the next steps in their careers, while others are looking to grow their teams. We are very pleased that Edward James, structured finance recruite…

1
Special Episode: SFA’s Michael Bright 30:33

5M ago30:33

30:33

With SFVegas just hours away, Tom Lemmon sat down with Michael Bright, CEO of the Structured Finance Association (SFA) to hear how preparations for the huge annual gathering was going. Around 9,000 attendees expected this year, which means Bright and the team at the SFA are constantly looking improve the offering at the Aria Hotel to keep the secur…

1
Digital Infrastructure - Fiber ABS Spotlight 11:25

5M ago11:25

11:25

Fitch Global Cross Sector- Structured Finance analysts Dan Chambers, Managing Director, Rob Buckley, Director, and Everett Bruer, Associate Director, discuss Fiber ABS as it emerges as the dominant technology within digital infrastructure.By Fitch Ratings

1
Special Episode: Gibson Dunn's Madalyn Miller 46:18

6M ago46:18

46:18

On Another Fine Mezz this week, European reporters George Smith and Victoria Thiele were given a little break while Tom Lemmon gears up for the SF Vegas 2024 conference next week. This episode is the second in the US Securitization mini-series where market participants across the sector discuss their area of expertise, but also how they got there a…

1
Good morning CLOs, all quiet on the ABS front 20:50

6M ago20:50

20:50

Victoria Thiele and George Smith were left to their own devices as Tom Lemmon had the audacity to take a week off, although he still managed to launch a mini series that will supplement the regular Another Fine Mezz episodes in the coming weeks. ABS issuance seemed to be taking a breather after the January rush, but that only gave George the time t…

1
Special Episode: Dv01's Vadim Verkhoglyad 50:00

6M ago50:00

50:00

◆ No need to panic for consumer ABS ◆ Trusting your gut with career opportunities ◆ From the USSR to structured finance This week’s episode of Another Fine Mezz with the full team may have come and gone but this bonus episode, is the first in a mini-series where global securitization editor Tom Lemmon, talks to market participants from across US Se…

1
Volkswagen's green crash 19:29

6M ago19:29

19:29

◆ VW misses ESG deadline ◆ Good times for ABS ◆ CLO triple-A funds fear fall from power All three podcasters were reunited once again after a good week all around. While Tom tried the best burger in NYC (second best, everyone knows Corner Bistro is the best - Ed) and Victoria had reason to feel famous, George held the Big Car to account. Volkswagen…

1
Liquidity Protection in Covered Bonds Programmes 6:48

6M ago6:48

6:48

Fitch covered bond analysts Cosme de Montpellier, Senior Director, and Emanuela Loppo, Director, discuss the role and importance of liquidity protection in covered bond programmes.By Fitch Ratings

1
Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics 29:40

6M ago29:40

29:40

There’s a lot of mixed sentiment about what will happen to global interest rates this year; we chat to Senior Economist, Janu Chan about her inflation and interest rate expectations and the impact on fixed income markets. Chan resides in Hong Kong, so delves into capital flows in Asia Pacific and Evergrande’s liquidation order by Hong Kong’s High C…

1
Push it to the (spread) limit 18:36

6M ago18:36

18:36

This week's episode of Another Fine Mezz was a tale of determination, of squeezing every last drop you have left. Firstly, the clouds look to be finally clearing for UK buy-to-let (BTL) lenders, leading OneSavings Bank subsidiary Charter Court to drive its latest UK BTL RMBS tighter. Then in European CLOs, managers continued to take advantage of st…

Podcasts Worth a Listen

Rmbs Podcasts

Podcasts Worth a Listen

Quick Reference Guide