Кращі подкасти про Fitch Ratings (2024)

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59. What Is P/E Ratio and Stock Valuation? 33:01

23h ago33:01

33:01

How do you know if a stock is "on sale" or expensive to buy right now? In this Market MakeHer podcast episode, we'll learn all about stock valuation and how to look at the price-to-earnings ratio to make informed investing decisions. We discuss how to determine if a stock is overpriced or underpriced, the significance of earnings potential, and the…

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Will China’s Stepped-Up Stimulus Push Off Deflationary Risks? 32:54

3d ago32:54

32:54

David Wang, Professor at the Virginia Tech Dept. of Economics and former Credit Suisse Head of APAC (ex-Japan)Economics, joins us to discuss deflationary risks in the Chinese economy and whether the recent policy stimulus can address these pressures. (00:00) - Introduction (01:31) - China’s Economic Prospects (05:10) - Drivers of deflationary press…

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58. What is Stock Lending? 27:15

20h ago27:15

27:15

In this episode of the Market MakeHer podcast, we delve into the topic of stock lending, addressing a listener's question about whether retail investors should participate in this practice. We explain the mechanics of stock lending, its relationship with short selling, and the potential benefits and risks involved. The discussion also covers tax im…

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57. Stock Market MakeHER Update: 10.14.24 (New AI Series) 16:31

12d ago16:31

16:31

Subscribe to our Weekly Stock Market Update Newsletter! In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. The hosts delve into the current state of the stoc…

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56. How to Construct & Manage an Investment Portfolio 33:52

15d ago33:52

33:52

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats. So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio managemen…

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Outlook on Emerging Market Economies 7:44

16d ago7:44

7:44

Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, explore challenges and opportunities for emerging market economies, including recent rate cuts, weaker demand in China, and post-election policy changes in the US.Fitch Ratings

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55. Replay: How did the Stock Market Perform Under Biden vs. Trump? 29:39

22d ago29:39

29:39

[This episode was originally recorded on July 05, 2024, before Biden dropped out of the Presidential Election Race. We examined historical data, facts, and statistics of what happens to the stock market when there is a Republican vs Democrat as President of the U.S.] During election years, the stock market tends to experience increased volatility d…

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Unemployment Trends & Consumer ABS 14:56

23d ago14:56

14:56

Join ABS experts Ian Rasmussen, Harry Kohl and Mike Girard as they walk through Fitch’s latest unemployment expectations for 2025 and what to watch in consumer ABS.Fitch Ratings

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Recent Trends in China’s Banking Sector 16:30

24d ago16:30

16:30

Elaine Xu, Director in Fitch’s Financial Institutions team, provides an update on how Chinese banks are managing the challenges from economic headwinds, the property correction, and LGFV debt renegotiations. (00:00) - Introduction (01:38) - Recent trends in bank performance (05:06) - Property sector stress impact on banks (07:26) - Banks role in pr…

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Economic Policy Expectations for India 14:56

24d ago14:56

14:56

Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India’s sovereign rating, and what to expect from the country’s economic policy following the election of Narendra Modi to his third term as prime minister.Fitch Ratings

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54. How to Find Investment Sector Opportunities 33:56

29d ago33:56

33:56

It's time to give your money a job, but if you can't decide on a company, you can start with a sector. GICS stands for the Global Industry Classification Standard and they set the classifications for the 11 sectors. 2 Types of Sectors: Cyclical sectors are sensitive to economic conditions. They do well when the economy is growing but can struggle d…

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53. The Fed Cut Interest Rates: Prepare For Landing 🛬 30:56

1M ago30:56

30:56

The Fed aka The Federal Reserve finally cut interest rates. Papa Powell (aka fed chair Jerome Powell) announced this week the federal funds rate is cut by 50 basis points (which means .50%). This might not seem like much to consumers like us, but cutting it by .50% in one meeting is actually a pretty big deal. Normally, everyone would flip out over…

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52. Introduction to Bonds 32:55

1M ago32:55

32:55

What Is A Bond? What Are The Different Types Of Bonds? How Do You Buy Bonds? In this episode of the Market Maker Podcast, Jessie and Jess delve into the world of bonds, discussing their significance in the financial market, the mechanics of how they work, and the various types of bonds available for investment. Explore the relationship between inte…

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US Election and Credit Implications 17:11

2M ago17:11

17:11

Richard Francis, Richard Hunter and Justin Patrie look into the potential effects the upcoming US election could have on credit, touching on the US’ sovereign rating, the different fiscal policy plans offered by the candidates, and more.Fitch Ratings

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51. What is the Business Cycle? Why Does it Matter NOW? 35:27

2M ago35:27

35:27

We are revisiting the business cycle and how it relates to the menstrual cycle, much like we did in ⁠Episode 13⁠ on Recessions, but we compare the phases in each cycle, side-by-side this time and break it down further. What Is The Business Cycle? The Business Cycle is Periods of economic expansion and contraction based on the 3-Ds we discussed last…

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Fiscal Policies in the European Union 11:11

2M ago11:11

11:11

Head of EMEA Sovereigns Jan Friederich and Head of Western European Sovereigns Federico Barriga Salazar discuss fiscal policies in the EU, including the impact of the new fiscal rules and implications for the ECB’s Transmission Protection Instrument.Fitch Ratings

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50. SMU: NVDA Earnings, Market Participation & Fed Expectations 35:24

2M ago35:24

35:24

Stock Market Update (SMU) Let's discuss and demystify the recent volatility in the stock market, NVDA earnings, Jackson Hole highlights including rate cuts, and the dreaded "R" word (recession). 🔮 "If the Mag 7 is coming down, and the other 493 are participating, that is a recipe for sideways action." ~Jess Inskip Who Are The Magnificent 7? ⁠Alphab…

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China’s Local Government and LGFV Debt Risk 17:43

2M ago17:43

17:43

Samuel Kwok, Head of Fitch’s APAC International Public Finance shares his views on China’s local government and LGFV debt problem. (01:21) - 1H24 local governments’ fiscal trends (04:02) - Expect marginal improvement in 2H24 (05:30) - Effect of measures to de-risk twelve “high-risk” provinces (08:22) - LGFVs’ onshore bond yields at record low (11:2…

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Key Structured Finance Trends in APAC 8:17

2M ago8:17

8:17

Ben McCarthy, Head of APAC Structured Finance, and Tracy Wan, Senior Director, discuss 2024's key themes in Asia-Pacific structured finance, including issuance growth, credit performance in China and Australia, and considerations for fintech lenders.Fitch Ratings

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49. Better w/ My Finance-Sis, Pt 2: Funds 35:06

2M ago35:06

35:06

Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and …

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Oil and Gas PDP Securitizations 6:19

2M ago6:19

6:19

Join Global Cross Sector leaders, Managing Director Greg Kabance and Director Kevin Lopez, as they discuss recent oil and gas PDP securitizations and updates on Fitch's criteria for asset concentration and characteristics.Fitch Ratings

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Global Credit Risk through 1H24 8:09

2M ago8:09

8:09

David Prowse, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, look into our 3Q24 Risk Headquarters report, covering the ongoing impact of high interest rates, escalating geopolitical risks, real estate market challenges and more.Fitch Ratings

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48. Better W/ My Finance-Sis Mini-Series, Pt. 1: Stock Market Essentials 37:28

2M ago37:28

37:28

🔮 Introducing a new mini-series with our Gen Z "finance-sis" Jacey Saige. It's Jessie DeNuit's turn to teach how the stock market works while Jessica Inskip makes sure she's not leading Jacey astray. In part 1, we talk about why we invest and try to simplify how the stock market works, as best as possible without too many tangents. 🙃 ✨ Follow Jacey…

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47. The Recipe for a Market Sell-Off: Carry Trade, SAHM Rule, Recession Fear 29:30

3M ago29:30

29:30

The stock market has been having quite the week since our last episode on the Fed’s decision to NOT do a rate cut and the resulting effects of the not-so-great unemployment numbers that came out last Friday. Recipe for disaster? Is the stock market crashing? Why was there a sell-off and what is a market sell-off? And is this a good time for us self…

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China’s Housing Demand Forecast 2024 - 2040 15:11

3M ago15:11

15:11

Shuncheng Zhang, Associate Director of Fitch’s China Corporates Team based in Shanghai, shares China’s housing demand forecast from 2024 to 2040. (00:00) - Introduction (01:05) - 2024-2040 Housing Demand (03:43) - New Private Home Supply (06:08) - Overview of Forecast Model (09:13) - Factors Leading to Demand Plunge (12:47) - Public and Secondary H…

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46. Fed Update: What is Event Risk? Could it Trigger a Sell-Off? 29:40

3M ago29:40

29:40

We recorded this on 08/01/2024, knowing that unemployment numbers will not drop until this podcast airs on 08/02/2024, and that might also change so keep that in mind. **Employment Report Update from Jess** Fed's View on Labor Market:Fed Chair Jerome Powell stated that the changes in the labor market are "broadly consistent with a normalization pro…

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45. What is Market Breadth & Concentration Risk? Why Should YOU Care? 30:10

3M ago30:10

30:10

Inflation is at an all-time high and so is the stock market. This is a tale of two markets. How is the S&P 500 making record highs when so many Americans are living paycheck to paycheck? We're going to break it all down. What's happening in the stock market, what the S&P 500 actually is, what market breadth and concentration risk means and why it a…

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44. Replay: Where to invest first in your personal finance journey 33:21

3M ago33:21

33:21

Let's refresh and re-assess our financial planning goals for our future selves. You've budgeted, you've saved, you've looked at what you've got going on in your spending and bills and what you have left over - what do you do with that extra money? (Invest it, of course 👻) *this is educational info, not advice - personal finance is personal, duh, an…

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Global Economic Outlook – Monetary Policy Enters an Easing Phase 16:21

3M ago16:21

16:21

Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, parse Fitch’s latest Global Economic Outlook report, covering focus points including the gradually slowing US economy, global monetary policy developments and more.Fitch Ratings

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43. Stock Market During Election Years: We're Not Getting Political, But Is The Market? 29:39

4M ago29:39

29:39

How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮 Does the U.S. Presidential election affect the stock market? Does the political party of the elected lead…

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China Mid-Year Credit Update 14:16

4M ago14:16

14:16

Lan Wang, Senior Director in Fitch’s Credit Policy Group, joins for a wide-ranging discussion on China credit developments, including recent rating actions, growth prospects, property and banking sector outlooks, and recent EU tariffs on Chinese EVs. (00:00) - Introduction (00:55) - China Sovereign Rating Action (01:48) - Rating actions in other Ch…

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42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk 28:20

4M ago28:20

28:20

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whethe…

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

4M 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.Fitch Ratings

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Mexico’s New Administration - Key Challenges and Opportunities 11:21

4M ago11:21

11:21

Shelly Shetty, Managing Director, Americas Sovereigns, and Carlos Morales, Lead Mexico Analyst, look at Mexico’s recent elections, including challenges and opportunities for the new administration, and rating drivers moving forward.Fitch Ratings

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41. Stock Order Types: Demystifying The Ways to Trade Securities 35:52

4M ago35:52

35:52

There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities. What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Orde…

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40. Preparing for Rate Cuts: What are Bond Funds? 28:23

4M ago28:23

28:23

What Is The Bond Market and What Are Bond ETFs? CPI is “cooling off” which means inflation is trending closer to the Fed’s target, which means a rate cut MAY be in our future! What does that mean? Well if the Fed, you know, good ol "Papa Powell" who we keep talking about, well if they actually go through with cutting rates this is what happens. Int…

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Estimating the Impact of Potential US Tariff Hikes 11:13

5M ago11:13

11:13

With elections in the U.S. approaching, Brian Coulton, Chief Economist, and Alex Muscatelli, Director, Economics, look into the potential impact a renewed trade war sparked by US-led tariff hikes could have on the global economyFitch Ratings

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Contagion Risks from Rising Commercial Real Estate Delinquencies 20:14

5M ago20:14

20:14

Euan Gatfield, Head of EMEA CMBS, joins Justin Patrie, Head of Fitch Wire, to explore the current CRE environment, delving into rate cycle impacts and other factors such as e-commerce, post-Covid office space utilization and the energy transitionFitch Ratings

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39. What is a Stock Split? (looking at the Nvidia stock split 👀) 27:44

5M ago27:44

27:44

Happy Fin-Friday! The Nvidia stock is now one of the big 3 in the S&P 500. We've talked about Nvidia earnings and how much the stock price has soared just this year. Now they have announced a stock split and a dividend increase from $0.04 per share to $0.10 per share. Let's demystify stock splitting. 🔮 🍰 What Is A Stock Split? A type of corporate a…

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Post-Election Economic Outlook for Turkiye 15:21

5M ago15:21

15:21

Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country’s 2023 economic policy changes, and the impact of recent local elections.Fitch Ratings

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