Are Bubble Risks Emerging in Leveraged Finance?

Are Bubble Risks Emerging in Leveraged Finance?

Author: Fitch Ratings December 12, 2025 Duration: 10:16
Fixed Interests
BusinessNewsPolitics

Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.


Hosted by the analysts at Fitch Ratings, Fixed Interests cuts through the noise of the 24-hour news cycle to explain the forces shaping our financial world. Each episode is a concise, fifteen-minute briefing that connects the dots between high-level policy decisions, shifting market dynamics, and real-world economic consequences. You’ll hear clear explanations on how geopolitical events influence sovereign debt, what new regulations mean for corporate credit, and why a specific inflation report actually matters. This isn’t just headline repetition; it’s context provided by experts who parse the data for a living. Designed for professionals and the strategically curious alike, the Fixed Interests podcast translates complex subjects into actionable understanding, making it possible to stay informed without getting lost in the details. Tune in for a direct, authoritative take on the week’s most pressing business and political developments, all structured to fit into a daily commute or a short break.
Author: Language: English Episodes: 100

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