Industry Insights: Exclusive Interviews
This podcast features in-depth conversations with top industry leaders across the entire credit lifecycle. It covers topics such as CLOs, private credit, and the broader financial landscape, all under the Octus umbrella. The series provides expert perspectives, market-shaping insights, and exclusive analysis to help listeners stay ahead of the curve.
Episodes
EP 18 | Inside the $107 Billion AI Data Center Debt Boom with Anton Gorbunov
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing the scale of what has quietly become one of the fastest-growing corners of the credit market. In roughly 18 months, high yield and unrated AI infrastructure issuers have raised more than $107 billion, and the top seven players alone may need another $400 billion to $450 billion over the next four years t
EP 17 | European Private Credit at an Inflection Point with Mathew Cestar
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing a European private credit market bracing for a software reset, a refinancing wall building toward 2028, and a higher-for-longer rate environment that's quietly rewritten the playbook. The real risk, she notes, isn't the one everyone's arguing about. She then hands off to Lucia Camblor, Deputy Head of Pri
EP 16 | Inside a Trillion Dollar CLO Market with Vincent Pompliano
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing a CLO market that has changed almost beyond recognition: past $1 trillion in size, more than 160 managers issuing in the US alone, and the economics of CLO equity shifting under everyone's feet (00:06). She then hands off to Sid Punjabi, CLO Reporter at Octus, who caught Vince Pompliano, Managing Directo
EP 15 | The Evolution of European Restructuring with Andrew Wilkinson
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing why European restructuring is at an inflection point. Part 26A is being shaped in real time through hard cases, liability management is now firmly transatlantic, and the question of what restructuring is actually for has not been this contested in years. She then hands off to Chris Haffenden, Senior Edit
EP 14 | Why the UK Restructuring Plan Is Winning with Peter Newman
Julie Miecamp opens with a simple observation: cross-border restructuring used to be a niche. A small group who knew which tools worked, which were theoretical, and how to close before the asset stopped being worth fighting over. It's not a niche anymore. She introduces Omar Vaishnavi's conversation with Peter Newman, Partner and Head of European Corporate Restructuring at Skadden, a lawy
EP 13 | What Really Happened to CLO Equity with Ian Gilbertson
Julie Miecamp opens the episode by framing the CLO market after a difficult 2025, noting that the pressure on CLO equity was less about credit losses and defaults and more about arbitrage compression, asset repricing, and liabilities that could not adjust as quickly. She then introduces guest interviewer Hugh Minch and his conversation with Ian Gilbertson of Invesco (00:02:09), which begi
EP 12 | Why the Private Credit Panic is Overblown with Tyler Gately
Associate Editor Armie Lee sits down with Tyler Gately, Head of North America Private Credit at Barings, for a candid read on the state of direct lending in 2026. Recorded as Q1 was wrapping up, the conversation cuts through the noise. Tyler opens with a reality check on the private credit headlines (00:00:36), then walks through what is actually driving volume, why add-on activity is acc
EP 11 | When Creditor Coordination Becomes a Cartel with Doug Mintz & Brian Wallach
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:00) by framing the growing legal scrutiny around creditor cooperation agreements and why two recent antitrust lawsuits have put common restructuring tools under a brighter spotlight. As liability management transactions become more aggressive and creditor groups organize earlier in the process, Julie explains w
EP 10 | How Asset Based Lending Really Works with Marc Sole
Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:03) by explaining why asset-based lending has moved from a niche strategy to one of the most closely watched areas of private credit. As high-profile bankruptcies and fraud allegations have put ABL under a brighter spotlight, Julie frames why understanding the mechanics behind these deals matters more than ever
EP 09 | Private Credit Has a PR Problem with Randy Schwimmer
Julie Miecamp opens the episode (00:00) by introducing guest interviewer Katherine Schwartz, Primary Reporter at Octus, who shares why she wanted to sit down with Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset Management LLC. The conversation then transitions into Katherine’s interview with Randy before Julie returns to close the episode.Katherine and Ra
EP 08 | Inside the Rise of Private Credit with Joseph Glatt
Private credit has become one of the most important forces in global finance, and host Julie Miecamp opens the episode (00:00) by bringing in Guest Interviewer Paola Aurisicchio, Chief Correspondent for Large Cap Private Credit at Octus (00:45). Paola explains why she wanted this conversation and why Guest Joseph Glatt, Partner and Co-Chair of the Global Private Credit Group at Paul Weiss
EP 07 | The State of Sponsor Finance with Tom Amster
Host Julie Miecamp opens the episode and sets up this week’s focus on how sponsor finance has shifted after two years of uneven activity. With sponsors returning to market and financing options expanding, she brings in Octus Leveraged Finance Editor Michael Haley to frame the themes that emerged in his conversation with this week’s guest.The interview begins at (02:42), when Michael sits
EP 06 | The CLO Boom and What Comes Next with John Kerschner
Julie Miecamp sets the stage at (00:00:04), framing how CLO ETFs jumped from niche to mainstream and why that shift matters now. She brings in Octus reporter Diana Bravo at (00:01:04) to lay out the stakes and context for the interview. John Kerschner joins Diana at (00:03:12) and walks through the ETF origin story, why CLOs fit the wrapper, how active design and investor education drove
EP 05 | Odd Ducks and the Future of Restructuring with Ameneh Bordi
At (00:00), host Julie Miecamp opens the episode and introduces reporter Dia Gill, who explains at (01:21) why she wanted to interview Ameneh Bordi, Senior Managing Associate at Sidley Austin. From there, the conversation turns at (05:41) to Ameneh’s unconventional career path, spanning Kirkland & Ellis, Amazon, and now Sidley, and at (12:43) she unpacks what she calls “odd duck” case
EP 04 | The End of Easy Private Credit and What Comes Next with Michael Gross
In this episode of Industry Insights: Exclusive Interviews host Julie Miecamp introduces a sweeping conversation on the evolution of private credit with someone who helped shape the space from the ground up.Octus reporter Katherine Schwartz sits down with Michael Gross CEO and co-founder of SLR Capital Partners to explore how the once niche asset class has transformed into a highly liquid
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
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 re
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 reop
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