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Kandungan disediakan oleh Moody's Corporation. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Moody's Corporation atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/techsurge-deep-tech-vc-podcast">TechSurge: Deep Tech VC Podcast</a></span>


The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business. For entrepreneurs, investors, tech professionals, or anyone interested in where technology is headed next. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Email feedback and show ideas to techsurge@celesta.vc. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment dollars are headed. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests on the podcast and TechSurge Live summits include Kara Swisher, Vinod Khosla, former PepsiCo CEO Indra Nooyi, Micron CEO Sanjay Mehrotra, and others. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!
Moody's Talks - Securitization Spotlight
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Kandungan disediakan oleh Moody's Corporation. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Moody's Corporation atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.
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44 episod
Tandakan semua sebagai (belum) dimainkan
Manage series 2944782
Kandungan disediakan oleh Moody's Corporation. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Moody's Corporation atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.
…
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44 episod
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1 Macro normalization will aid structured finance collateral in 2025 11:26
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Both consumer and corporate structured finance obligors will benefit from falling interest rates and moderate economic growth, although high costs will keep straining some borrowers’ finances. In this episode, we’ll discuss other factors contributing to the Moody’s Ratings outlook for the sector in the year ahead. Host: Aaron Johnson, Vice President – Research Writer Guest : Annabel Schaafsma, Managing Director, Global Structured Finance…

1 ABS is among beneficiaries of music industry’s fight against AI use 13:22
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As regulators bolster copyright protections amid widening artificial intelligence use in the music industry, music royalty ABS issuers and other copyright holders will benefit from the protections. Speaker : Giyora Eiger, VP-Sr Credit Officer at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related Research : Music Royalty ABS and Music Companies – US: Protecting voices and copyrights from AI misuse will aid ABS and music companies…

1 Consumer ABS and RMBS performance will continue to weaken moderately for remainder of H2 21:45
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High rates and inflation will continue threatening consumers’ ability to pay their debts in some regions in the coming months, but solid job growth will temper the negative effect on performance. Speakers : Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Gaby Trinkaus, Senior VP/Manager at Moody's Ratings; Gracie Zhou, VP-Senior Analyst at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings…

1 AI-assisted underwriting has benefits and risks for structured finance transactions 11:33
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The use of artificial intelligence in collateral underwriting comes with both benefits and risks to structured finance transactions, while jurisdictions take different approaches to AI regulation. Speakers : Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Johann Grieneisen, VP-Senior Analyst at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related Research : Artificial Intelligence - Structured Finance: AI used in asset origination brings benefits, risks and regulatory scrutiny…

1 Credit-risk transfer transactions’ prominence grows as regulations evolve 18:16
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As the regulatory environment continues to evolve, US and European banks have sought regulatory capital relief by offloading the credit risk of loans they make via special types of transactions. Guests : Warren Kornfeld, Senior Vice President at Moody's Ratings; Nick Monzillo, VP-Senior Analyst at Moody's Ratings; Frank Cerveny, VP-Senior Research Analyst at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related reports : Auto ABS - US: Credit-linked notes include risks not seen in typical auto ABS; issuance is rising Banks and Structured Finance – US: Risk transfer gives banks protection, but more capital is better; ABS implications vary Banks and Structured Finance – Europe: Output floor proposal could erode benefits of SRT for regulatory capital and risk management purposes…

1 Private credit CLOs becoming more likely in Europe as market grows 13:55
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Should European non-bank direct lenders turn to collateralized loan obligation financing, transaction collateral will likely reflect the wide range of borrowers to which private credit lenders cater. Speakers : Sean Marion, MD-EMEA Structured Finance at Moody's Ratings; Shan Lai, VP-Senior Analyst at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related research: Robust structures will mitigate heightened collateral risks in private credit CLOs Escalating private credit competition will increase risk and scrutiny…

1 Basel Endgame will smooth real estate cycles, create opportunities for non-bank lenders 13:38
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Basel 3.1 reforms will lead banks to apply high haircuts to unsustainably high property values and adjust mortgage risk weights to better differentiate between low-risk and high-risk loans. Speakers : Alexander Zeidler, VP-Sr Credit Officer at Moody's Ratings; Guillaume Lucien-Baugas, VP-Senior Analyst at Moody's Ratings Hosts : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings; Danielle Reed, VP-Senior Research Writer at Moody's Ratings Related Research : Basel 3.1 will reduce risk of boom and bust property cycles, boost private credit market Rising interest rates will weaken commercial property values and raise refinancing risk Explanatory comment – Haircuts smooth CRE values through the property market cycle…

1 Cyberattacks on mortgage servicers are a risk to structured finance transactions 11:08
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Recent cyberattacks on three mortgage servicers did not hurt rated residential mortgage-backed security performance, but show how disrupted operations can affect structured finance transactions. Speakers : Peter McNally, VP-Sr Credit Officer at Moody's Ratings; Frank Wissman, VP-Senior Analyst at Moody's Ratings Host : Aaron Johnson, VP-Senior Research Writer at Moody's Ratings…

1 Potential for European solar panel loan ABS is growing, with familiar risks 11:27
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As solar panels become more common in Europe, the first solar loan asset-backed security becomes more likely. But while the asset class is new, many associated risks are familiar to ABS investors. Speakers : Armin Krapf, VP-Sr Credit Officer at Moody's Investors Service; Pedro Sancholuz Ruda, VP-Sr Credit Officer at Moody's Investors Service Host : Aaron Johnson, Vice President – Research at Moody’s Investors Service…

1 Commercial real estate borrowers adjust to high rates 24:29
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Interest rate hikes in the wake of the pandemic have driven an increase in commercial real estate delinquencies, but a variety of factors help mitigate many refinancing and other performance risks. Speakers : Alexander Zeidler, VP-Sr Credit Officer at Moody's Investors Service; Brian Snow, VP-Sr Credit Officer at Moody's Investors Service; Darrell Wheeler, VP-Sr Credit Officer at Moody's Investors Service Host : Aaron Johnson, Vice President – Research at Moody’s Investors Service…

1 Global structured finance markets will continue to adapt to high rates and structural shifts in 2024 13:23
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High interest rates will weigh on collateral performance in 2024 as structured finance markets adjust to structural shifts, regulatory reforms and geopolitical polarization. Speaker : Annabel Schaafsma, Global Head of Structured Finance at Moody's Investors Service Host : Aaron Johnson, Vice President – Research at Moody’s Investors Service…

1 Interest rates, home prices pose affordability challenges around the globe 21:14
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Home price growth has stalled in most major economies globally. However, despite rising wages, housing affordability is weakening after record or near-record house price appreciation in recent years. Speakers : Rodrigo Conde Puentes, VP-Senior Analyst; Darrell Wheeler, VP-Sr Credit Officer; Si Chen, Analyst Host : Aaron Johnson, Vice President – Research, Moody’s Investors Service…
Various negative macroeconomic trends loom larger for middle market companies than for larger corporates, but the impact on middle market collateralized loan obligations is limited. Host : Aaron Johnson, Vice President – Research, Moody’s Investors Service

1 SME ABS remains particularly vulnerable to economic turbulence 19:00
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Asset-backed securities exposed to small and medium-sized enterprises remain among the transactions most vulnerable to continued slow economic growth around the globe. How has economic weakness eroded collateral performance thus far and what do we expect for the rest of 2023? Guests : Sandie Zhang, Analyst – Structured Finance, Moody’s Investors Service; Monica Curti, Vice President – Structured Finance, Moody’s Investors Service; Daniel Gan, Analyst – Structured Finance, Moody’s Investors Service. Host : Aaron Johnson, Vice President – Research, Moody’s Investors Service. To read more on this topic, visit Securitization Spotlight page on Moodys.com (some content only available to registered users or subscribers).…

1 Multifamily real estate performing well, but faces some obstacles 19:59
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Multifamily commercial real estate has performed well of late in both the US and Europe, but will that continue amid high rates and increased scrutiny on buildings energy efficiency? Guests: Darrell Wheeler, Head of CMBS Research – Structured Finance, Moody’s Investors Service; Brian Snow, Vice President – Structured Finance, Moody’s Investors Service. Host: Aaron Johnson, Vice President – Research, Moody’s Investors Service. To read more on this topic, visit Securitization Spotlight page on Moodys.com (some content only available to registered users or subscribers). Related Links: CRE fortunes vary by lender and property type, with office facing multiple risks Credit quality erosion to continue as refinancing becomes more difficult Sector Update – Q2 2023: Physical office occupancy recovering, but values are down Moody's DQT - Office and hotel conduit/fusion DQT increase sharply in June 2023…
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