# debt (video feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover debt. Page: Feed: --- ## [EM Debt: Still Undervalued?](https://streamingincome.podbean.com/e/em-debt-still-undervalued/) _2026-08-04 · Streaming Income - A Podcast from Barings_ Head of Global Sovereign Debt & Currencies, Cem Karacadag shares insight into the broad EM Debt universe and explains why spreads may be overcompensating for default risk. Episode Segments: (02:12) – Scoping the EM debt universe (04:03) – Myths about the asset class – credit risk & liquidity (05:39) – What’s driven EM’s resilience and can it continue? (10:42) – Potential areas of complacency… [Listen](https://mcdn.podbean.com/mf/web/9fd7yxmv924x6mzs/BARI_PODC_1206_Final_Large.mp4) ## [Replacing Equity Beta with High-Carry Credit](https://streamingincome.podbean.com/e/replacing-equity-beta-with-high-carry-credit/) _2026-07-15 · Streaming Income - A Podcast from Barings_ Trevor Slaven joins the podcast to discuss the rationale for and conclusions of his recent piece, Replacing Equity Beta with High-Carry Credit. Episode Segments: (0:00) – Intro (01:24) – The case for replacing generic equity beta with credit (04:34) – What’s true today (in markets) that wasn’t true over the last 15 years (08:38) – Assessing US equity vs. fixed income valuations (10:14) – Rapid… [Listen](https://mcdn.podbean.com/mf/web/tx7snvyi25ffbqxz/BARI_PODC_1204_RC4_V4_1.mp4) ## [Managing AI Risk in Credit Portfolios](https://streamingincome.podbean.com/e/managing-ai-risk-in-credit-portfolios/) _2026-04-30 · Streaming Income - A Podcast from Barings_ Technology sector analyst, Brad Lewis unpacks how AI is impacting the outlook for credit markets across software and other sectors. He provides insight into the Barings' team's framework for parsing winners from losers, and talks about what's next for AI. Episode Segments: (01:22) – Brad’s background & tech’s historical development in high yield (04:39) – Why AI became THE story in… [Listen](https://mcdn.podbean.com/mf/web/9dv6ibh2afkefetv/BARI_PODC_1203_FINAL.mp4) ## [Global Direct Lending: Navigating Volatility, Seizing Opportunity](https://streamingincome.podbean.com/e/global-direct-lending-navigating-volatility-seizing-opportunity/) _2026-03-10 · Streaming Income - A Podcast from Barings_ Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective. Episode Segments: 01:25 – An overview of Barings’ Global Private Finance platform 04:23 – Putting the recent period of AI-induced volatility into context 07:45 – Underwriting AI risk in software investments 10:41 – Could AI trigger the next credit cycle? 13:21 –… [Listen](https://mcdn.podbean.com/mf/web/qqei3gw372fgq62k/BARI_PODC_1202_VIDEO_DELIVERY86gnn.mp4) ## [Connecting Capital to Opportunity - Barings CEO Mike Freno](https://streamingincome.podbean.com/e/connecting-capital-to-opportunity-barings-ceo-mike-freno/) _2026-01-28 · Streaming Income - A Podcast from Barings_ In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape. Episode Segments: (02:18) – Who is Barings today? (05:04) – How Barings’ ownership model allows for a long-term focus and alignment of interests (10:15) – Growth in the Middle East and… [Listen](https://mcdn.podbean.com/mf/web/56sccohf6m1dcf71/yt_video_Q3asONaO9M0.mp4) ## [Live from Barings 360: Malcolm Gladwell, Mike Freno & More](https://streamingincome.podbean.com/e/live-from-barings-360-malcolm-gladwell-mike-freno-more/) _2025-11-26 · Streaming Income - A Podcast from Barings_ Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings' clients, investment teams and industry thought leaders engaged in during the event. Episode Segments: (01:20) - Barings Chairman & CEO Mike Freno on opportunities and risks in private markets (07:48) - Author & Podcaster, Malcolm Gladwell… [Listen](https://mcdn.podbean.com/mf/web/5658ymfhrswjk8xf/yt_video_CXooBjtlLWE.mp4) ## [Real Estate Debt: From Private Credit to Property-Backed Income](https://streamingincome.podbean.com/e/real-estate-debt-from-private-credit-to-property-backed-income/) _2025-10-22 · Streaming Income - A Podcast from Barings_ Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credit - have been increasingly allocating to real estate debt, and how the opportunity set continues to evolve. Episode Segments: (02:39) – The trends shaping the real estate debt landscape – from rates to AI (05:04) – How & why private credit investors are… [Listen](https://mcdn.podbean.com/mf/web/7of21tki6c5c0vtc/yt_video_KlSbFCtlIVQ.mp4) ## [The Current State of Play In BDCs](https://streamingincome.podbean.com/e/the-current-state-of-play-in-bdcs/) _2025-10-08 · Streaming Income - A Podcast from Barings_ What's driving the impressive growth in perpetual BDCs? How might lower interest rates impact the space? And how can investors best assess credit risk and fee structures across the BDC universe? Joe Mazzoli joins the #StreamingIncome podcast to answer these questions and more. Episode Segments: (03:24) - Understanding the different types of BDCs (05:17) - What's driving growth in perpetual BDCs… [Listen](https://mcdn.podbean.com/mf/web/gz1zx3wltu0e749g/yt_video_fTGXoVduCgs.mp4) ## [Infrastructure Debt: From Opaque to Opportunity](https://streamingincome.podbean.com/e/infrastructure-debt-from-opaque-to-opportunity/) _2025-08-25 · Streaming Income - A Podcast from Barings_ Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt. Episode Segments: (02:11) – Background on Orhan & the infra debt team at Barings (03:10) – Defining the infrastructure debt universe (05:54) – The structural trends underpinning massive growth in infrastructure investment (09:24) –… [Listen](https://mcdn.podbean.com/mf/web/eetslggq7fvyetfj/yt_video_9drLOpBE_Tw.mp4) ## [Trade Smarter With IBKR (Sponsored)](https://crawlproof.com/a/192xbBjQrEzt) _2025-08-25 · **Sponsored**_ Join Interactive Brokers through a referral and start investing with low-cost global access. ## [High Yield: Tariffs, Tensions & Tactical Shifts](https://streamingincome.podbean.com/e/high-yield-tariffs-tensions-tactical-shifts/) _2025-07-30 · Streaming Income - A Podcast from Barings_ Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today. Episode Segments: 01:55 – Scott’s role at Barings and the HY platform at Barings 03:01 – How the “Sell America” trade is impacting… [Listen](https://mcdn.podbean.com/mf/web/nywlgma8sjhrni00/yt_video_dE2Qer_qLpA.mp4)