Artwork

Content provided by Octus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

EP 04 | Tariffs, LMEs, Hooters & White Lotus Walk Into a Market

51:45
 
Share
 

Manage episode 475858845 series 3649585
Content provided by Octus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In Episode 4 of The Octus Download, hosts Jason Sanjana and Kevin Eckhardt tackle a volatile week in credit markets, corporate scandals, and cultural reflections.

They begin with a breakdown of the unexpected ruling in the Johnson & Johnson talc case, before analyzing the financial restructuring behind Hooters’ bankruptcy and the executive pay scandal brewing at Macy’s. Market volatility sets the backdrop for these events, raising questions about investor confidence and business model sustainability.

The core of the episode features “Let Me Explain: LMEs”, a deep dive into liability management transactions led by Octus Founder & CEO Kent Collier and Head of Liability Management Julian Bulaon. Together, they unpack the nuances of Omniblockers, the critical role of deal size, and the rise of consensual LMEs, offering a masterclass on how these transactions are reshaping modern credit strategies.

To close, the conversation shifts gears with a cultural lens, reflecting on the moral complexity and wealth dynamics in The White Lotus finale—and how prestige TV sometimes mirrors the drama of the financial world.

----more----

Hosted by Jason Sanjana & Kevin Eckhardt
Segment Guests Kent Collier, Julian Bulaon
Edited by Tanya Hubbard
Produced by Tanya Hubbard
A Production of The Octus Podcast Network

  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 475858845 series 3649585
Content provided by Octus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In Episode 4 of The Octus Download, hosts Jason Sanjana and Kevin Eckhardt tackle a volatile week in credit markets, corporate scandals, and cultural reflections.

They begin with a breakdown of the unexpected ruling in the Johnson & Johnson talc case, before analyzing the financial restructuring behind Hooters’ bankruptcy and the executive pay scandal brewing at Macy’s. Market volatility sets the backdrop for these events, raising questions about investor confidence and business model sustainability.

The core of the episode features “Let Me Explain: LMEs”, a deep dive into liability management transactions led by Octus Founder & CEO Kent Collier and Head of Liability Management Julian Bulaon. Together, they unpack the nuances of Omniblockers, the critical role of deal size, and the rise of consensual LMEs, offering a masterclass on how these transactions are reshaping modern credit strategies.

To close, the conversation shifts gears with a cultural lens, reflecting on the moral complexity and wealth dynamics in The White Lotus finale—and how prestige TV sometimes mirrors the drama of the financial world.

----more----

Hosted by Jason Sanjana & Kevin Eckhardt
Segment Guests Kent Collier, Julian Bulaon
Edited by Tanya Hubbard
Produced by Tanya Hubbard
A Production of The Octus Podcast Network

  continue reading

8 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play