Octus Podcast Network

The Octus Podcast Network

[Octus @OctusCredit]

Would you rather hire the Fordham striver or the Ivy pedigree for your next credit analyst seat?

Michael Gatto, partner at Silver Point Capital, joined a firm that went from $120 million to $50 billion and says credit has always belonged to strivers. Jason Sanjana and Kevin Eckhardt put the question on the table.

▶️: https://t.co/yjDbIbmkwO
🍎: https://t.co/rS8iwmFVrf
🟢: https://t.co/j6WNQWMdpA

[Octus Podcast Network @OctusPodcasts]

Ubisoft. €1.6bn in debt. One franchise. One November deadline. 🎮
Charlie Ward breaks it down on the latest episode of Credit Lens: Europe & Beyond.
🎧 Listen now:
🍎 Apple: https://t.co/15FCm63lfK
🟢 Spotify: https://t.co/psEMGDagvQ

[Octus Podcast Network @OctusPodcasts]

What has the market gotten wrong about Part 26A? Skadden's Peter Newman joins Omar Vaishnavi to discuss Court of Appeals cases, New Fortress Energy & OceanRig.
🎧
🍎: https://t.co/Z2pGa3Fzz5
🟢: https://t.co/7bj65UDdFJ
▶️: https://t.co/sM8ggNpjR0

[Octus Podcast Network @OctusPodcasts]

What really happened to CLO equity?

Ian Gilbertson of Invesco joins Hugh Minch of Octus to discuss why 2025 was less about credit losses and more about arbitrage compression & asset repricing.

🍎 https://t.co/J2n3HUh5c6
🟢 https://t.co/jSuMuaPJtC
▶️ https://t.co/1wzmCPBacu

[Octus Podcast Network @OctusPodcasts]

From drama school to coaching the Mets, Giants, FDNY & Fortune 500 CEOs — Dr. Jonathan Fader on what separates high performers.

🍎 https://t.co/sXZXPYv4Dg
🟢 https://t.co/mygFvQp10O
▶️ https://t.co/zsqXxX3rgb

[Octus @OctusCredit]

Spirit Airlines is gone.

AMC is still burning cash after raising nearly $4B.

Fire trucks are being eaten by private equity. Prices are up 5x in some cases and Rev Group has $4.4B in unfilled orders.

Different companies. Same math problem.

New Octus Download.
🍎 https://t.co/rTRPW0IWy6
🟢 https://t.co/fGrNSgL6Ps
▶️ https://t.co/Kp9HMiIjoj

[Octus @OctusCredit]

Private credit's first real stress test. 🧾

Marks 40 points apart. Redemption gates slammed shut. Saba tendering Blue Owl at a 33% discount.

California Carl's Jr. blames the minimum wage law. Berkeley says the data doesn't back that up.

The Pit Season 2 ends on a cliffhanger. Two former restructuring lawyers are more invested than they'd like to admit.

Different stories. One thread: when the exit is smaller than the entrance, someone's going to get squeezed.

🍎 https://t.co/IhCK9psGjM
🟢 https://t.co/xscRX6gTSa

[Octus Podcast Network @OctusPodcasts]

How do you get a job in finance? For Molly Breen, Head of Capital Markets at Permira, it took a D.C. snowstorm and a White Russian party.

Host Jenny Bain, talks with Molly about a career you can't plan.

🎧Listen now:
🍎 https://t.co/08WPgrOev5
🟢 https://t.co/PXGR9kpmql

[Octus Podcast Network @OctusPodcasts]

Credit Lens is back for 2026!

In our first episode: Tullow Oil’s $1.9B debt deal, SaaS struggles as IGV dips 24%, and the odds of a Taylor Swift wedding.

🎧 Listen now!
Spotify: https://t.co/UlwycOSRdL
Apple: https://t.co/1nYlPbTSlh

[Octus @OctusCredit]

When luxury retail meets cash flow reality 💸

On The Octus Download, Jason Sanjana and Kevin Eckhardt unpack the Saks bankruptcy, Detroit’s $25B EV write down, and Bugonia as the antidote to AI slop.

Krishan Sutharshana breaks down how stretching vendor terms like Chanel moving from 30 days to six months can trigger a retail death spiral.

🎧 Listen now
🍎 : https://t.co/48C3R5QSOZ
🟢 : https://t.co/6iV7FgJhnW

[Octus Podcast Network @OctusPodcasts]

On EP 10 of Industry Insights, Marc Sole from Sound Point Capital dives into asset-based lending, joined by Julie Miecamp & Dayna Fields. Learn how $500M+ collateral is evaluated under pressure.

🟢 Spotify: https://t.co/n6hM0YTBWl
🍎 Apple: https://t.co/XqpEJVuuUK

[Octus Podcast Network @OctusPodcasts]

From Olympic dreams to leading Findox & Octus, Tejs Broberg shares lessons on leadership, balance, and building trust. Hear why "enough" beats "more" and empowering others trumps micromanaging.

🟢 Spotify: https://t.co/WHKyE72nI7
🍎 Apple: https://t.co/JanQnNpoQ9

[Octus Podcast Network @OctusPodcasts]

What inspires someone to choose presence over prestige?

Alix Brozman left restructuring law to lead Octus's news & legal editing. Hear her masterclass on resilience and intentionality on the Inside Octus podcast.

Listen now:
🟢 https://t.co/5cMFZQZMS8
🍎 https://t.co/pseez31IBU

[Octus Podcast Network @OctusPodcasts]

Meta’s scam problem is not a glitch. It is a revenue stream.
Fake celebrity ads. Counterfeit storefronts. Billions in play.
Jason Sanjana and Kevin Eckhardt unpack how the system works and who pays for it.
🍎 : https://t.co/OhOXfX6MhA
🟢 : https://t.co/5cf6WyFuO7

[Octus Podcast Network @OctusPodcasts]

The Bankruptcy Boys are back!! The Octus Download returns with Ep 20

Sonder goes from hospitality hopeful to Chapter 7 leaving guests locked out. Meta keeps raking in billions from scam ads.

🍎 : https://t.co/OhOXfX7k78
🟢 : https://t.co/5cf6WyG2DF

[Octus Podcast Network @OctusPodcasts]

QVC's TikTok gamble: Too little, too late? 📺📱 QVC shifting from their sticky customer base to chaotic streams. Is this pivot a sign of deeper distress?
Full ep. 16 here:
🍎 Apple: https://t.co/NbHiSAfbBF
🟢 Spotify: https://t.co/UTHJWL9By4
#TheOctusDownload #CreditMarkets

[Octus Podcast Network @OctusPodcasts]

On Ep 17, the Bankruptcy Boys gave updates and takes on the Kawhi Leonard case, catch the full episode below if you missed out!

🎧 Listen now:
🍎 Apple: https://t.co/VO5ugOQGny
🟢 Spotify: https://t.co/OaoMtsus9f

[Octus Podcast Network @OctusPodcasts]

What really happened inside Intralot’s restructuring & how it changed Europe’s playbook. Phoebe & Katie sit down with Nikhil Varsani to unpack the deal, then dive into Tullow Oil!!

🍎 https://t.co/Y4OZArlY3l
🟢 https://t.co/N2E6jyFG0k

[Octus @OctusCredit]

You already know what day it is 😉 #Octusober3rd

[Octus @OctusCredit]

At CTN’s Ch. 7 meeting, ex-CRO Miles Staglik told trustee he had “no knowledge” of payments to Kawhi Leonard’s KL2 Aspire saying he only learned of the $28M deal from media. Allegations now tie Leonard + Clippers’ $100M+ to an NBA salary cap probe.

Reported by David Zupkis