Credit Crunch: Where AI Fits With Cognitive Credit’s Rob Slater
“If there are things in your business that need to get done, but they’re pretty low risk, this is a great place to start because it has a very attractive risk-reward payout,” says Rob Slater, CEO and founder of Cognitive Credit, reflecting on one of the two areas where AI makes the most sense to deploy. “If you do an AI experiment and it doesn’t really work, you’re not really any worse off.” Slater joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to discuss Cognitive Credit’s work to automate portions of the analytic process, beginning with reliable financial-data extraction, and how that can scale into valuation. The two discuss the increased prevalence of technology across the credit investing landscape, and the growing need to be “doing something,” building on the themes of the firm’s white paper, “Why every credit investor now needs a credit data strategy.” The founder’s journey and the evolving needs of a growing business are also discussed.
The Credit Crunch podcast is part of BI’s FICC Focus series.
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Macro Matters: Global Asset Allocation With Stephen Dover
Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman to discuss global fixed-income markets and cross-asset relative value. The trio discuss the economic outlook for 2026 and relative value in US rate markets and abroad amid expected policy easing from the Federal Reserve. They also hit on shifts in private assets and global equity markets, before discussing how AI narratives may evolve in the coming years.
The Macro Matters podcast is part of BI’s FICC Focus series.
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Credit Crunch: Sound Point's Steve Ketchum on Credit's Revolution
“Everyone we compete with, other CEOs of asset managers, credit asset managers that I talk to, are hyper-focused on making sure that there's not another cockroach running around in their portfolio,” says Steve Ketchum, CEO and founder of Sound Point Capital, when reflecting on the potential positive side effects of recent high-visibility credit events. Ketchum joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to discuss the evolution from modest beginnings to nearly $45 billion in assets under management, synergies across the Sound Point product suite, the role of strategic partnerships, scale and one of their core ethos: wanting to have more ideas than capital. They also reflect on the growing role of private credit and how CLO structures have evolved. The Credit Crunch podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify. Sound Point Disclaimer: Assets under management as of October 1, 2025. This material does not constitute an offer to sell or a solicitation of an offer to buy any securities. It is being provided solely for informational and reference purposes only and is not intended to be, and must not be, the basis for any investment decision. Statements represent the subjective views of Sound Point and cannot be independently verified and are subject to change. Past performance is not necessarily indicative
of future results.
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Credit Crunch: Credit Clubs, Sovereign Crises, AT1s vs. Hybrids
Credit is tight, though it’s fared better in 2025 than rates and equities through many crises across the globe — France, tariffs, Fed concerns and Britain’s doubtful fiscal health. In this episode of the Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence’s global head of credit strategy, showcases the Credit Clubs in Milan, Madrid and (upcoming) in London. He discusses these crises and ways to engage in credit with Samuel Sibony, Portfolio Manager at Algebris Investments. They cover the subordinated vs. senior debate in depth with a particular focus on AT1s and corporate hybrids, the tightness of the BBB and BB buckets vs. B value and the robustness of high yield in a rate risk environment, and defaults migrating to private credit. Credit Crunch is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.
Register for our London credit event on November 27th here.
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Credit Crunch: Akin’s Ramanathan on Capital Solutions
“The uptake among public companies actually is the biggest evolution in the field, because public companies are beginning to recognize the value of this asset class,” says Ranesh Ramanathan, partner and co-head of the Global Capital Solutions Practice for Akin, discussing capital solutions as a financing alternative. Ramanathan joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to talk about building a product suite, and meeting a company where they are at with a tailored solution. The pair also examine the difficulties in building awareness, the broader growth in funding alternatives, potential extensions for Akin’s platform and lessons learned through the great financial crisis.
The Credit Crunch podcast is part of BI’s FICC Focus series.
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