Above the Fray Transistor (https://transistor.fm) https://feeds.transistor.fm/above-the-fray Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Each week, it puts power into perspective by connecting timely developments to the bigger themes of driving markets, turning complexity into clear, actionable insight for issuers, investors, and market participants. © 2026 Fitch Group 24168bc5-74a5-55e9-9063-6091efda6009 yes en Tue, 27 Oct 2026 12:04:59 -0700 Tue, 27 Oct 2026 12:05:23 -0700 https://img.transistorcdn.com/qFIAEJo5n0rPU6uQhEpR5Tr51kVM4kADmGz1Qhv64hw/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jMjAy/NTBlNWJmM2JhMmY3/ZTUxNmI4MjYzMTg4/ODgwYi5wbmc.jpg Above the Fray episodic Fitch Group Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Each week, it puts power into perspective by connecting timely developments to the bigger themes of driving markets, turning complexity into clear, actionable insight for issuers, investors, and market participants. Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends Judy Sipowicz - Fitch Group No No 2027: What Economists See Coming 10 10 2027: What Economists See Coming full 78d1d2cc-df02-4f31-8f82-c8d02bca8b32 https://share.transistor.fm/s/a6ba34c7 AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic change in 2027.

]]> AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic change in 2027.

]]> Tue, 27 Oct 2026 12:04:59 -0700 Fitch Group Fitch Group 2881 AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic change in 2027.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No AI, Higher Rates and the Future Economy 9 9 AI, Higher Rates and the Future Economy full 8734d879-d3f2-441c-95d0-947327c69034 https://share.transistor.fm/s/27507fcf Title: 

Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets, and where the AI investment boom may be headed. 

 

]]> Title: 

Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets, and where the AI investment boom may be headed. 

 

]]> Thu, 22 Oct 2026 12:56:43 -0700 Fitch Group Fitch Group 3151 Title: 

Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets, and where the AI investment boom may be headed. 

 

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No The New Power Brokers 8 8 The New Power Brokers full 7a5c82c9-b435-474b-a1bc-2bb4e74caf47 https://share.transistor.fm/s/d432c4e4 What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.

 

]]> What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.

 

]]> Mon, 12 Oct 2026 11:31:41 -0700 Fitch Group Fitch Group 3592 What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.

 

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No Late Cycle, Fewer Backups 7 7 Late Cycle, Fewer Backups full 5b22c90a-a370-4401-b7c4-ecf6dc4258af https://share.transistor.fm/s/7be5fab9 Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle vulnerabilities and lessons from the Global Financial Crisis.

]]> Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle vulnerabilities and lessons from the Global Financial Crisis.

]]> Wed, 07 Oct 2026 08:50:37 -0700 Fitch Group Fitch Group 1391 Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle vulnerabilities and lessons from the Global Financial Crisis.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No Financing the Future 6 6 Financing the Future full 26cfa949-6bc4-4ba2-a760-32f092b18800 https://share.transistor.fm/s/c5b9a6c6 Recorded during Climate Week, this episode explores sustainable debt, climate resilience, AI infrastructure, and data center financing. Winnie Cisar, Marcy Block, and Steve Liberatore share insights into emerging trends and investment opportunities.

]]> Recorded during Climate Week, this episode explores sustainable debt, climate resilience, AI infrastructure, and data center financing. Winnie Cisar, Marcy Block, and Steve Liberatore share insights into emerging trends and investment opportunities.

]]> Fri, 02 Oct 2026 13:31:31 -0700 Fitch Group Fitch Group 1756 Recorded during Climate Week, this episode explores sustainable debt, climate resilience, AI infrastructure, and data center financing. Winnie Cisar, Marcy Block, and Steve Liberatore share insights into emerging trends and investment opportunities.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No Private Credit Unpacked 5 5 Private Credit Unpacked full cc973fc7-4ad3-497d-ae69-1837e0c55379 https://share.transistor.fm/s/5bf0c4bc Is private credit a systemic risk or the next frontier of finance? Justin Patrie sits down with Fitch’s Meghan Neenan and Ruth Yang to unpack defaults, redemptions, AI-driven software stress, and what's ahead for this $6T asset class.

]]> Is private credit a systemic risk or the next frontier of finance? Justin Patrie sits down with Fitch’s Meghan Neenan and Ruth Yang to unpack defaults, redemptions, AI-driven software stress, and what's ahead for this $6T asset class.

]]> Mon, 21 Sep 2026 14:11:41 -0700 Fitch Group Fitch Group 1508 Is private credit a systemic risk or the next frontier of finance? Justin Patrie sits down with Fitch’s Meghan Neenan and Ruth Yang to unpack defaults, redemptions, AI-driven software stress, and what's ahead for this $6T asset class.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No The Mighty Consumer - Bending or Breaking? 4 4 The Mighty Consumer - Bending or Breaking? full f41ecd6f-f0fd-43a8-a7b4-6a83ece5bc2e https://share.transistor.fm/s/cec2a760 Is the mighty US consumer reaching a breaking point? Host Justin Patrie sits down with CreditSights' James Goldstein and Fitch's Olu Sonola to unpack 'fragile stability,' value-seeking spending, the labor market, and whether the economy is truly K-shaped.

]]> Is the mighty US consumer reaching a breaking point? Host Justin Patrie sits down with CreditSights' James Goldstein and Fitch's Olu Sonola to unpack 'fragile stability,' value-seeking spending, the labor market, and whether the economy is truly K-shaped.

]]> Wed, 16 Sep 2026 13:12:16 -0700 Fitch Group Fitch Group 1246 Is the mighty US consumer reaching a breaking point? Host Justin Patrie sits down with CreditSights' James Goldstein and Fitch's Olu Sonola to unpack 'fragile stability,' value-seeking spending, the labor market, and whether the economy is truly K-shaped.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No The Thread That Pulls Everything Apart 3 3 The Thread That Pulls Everything Apart full 0e59495d-6137-46c7-abb4-11bf50791735 https://share.transistor.fm/s/67584323 Winnie Cisar & CIBC's Chris Harvey break down the SpaceX IPO, AI's $500B buildout, global competition & leverage in the system. Is a market melt-up next? Don't miss their smart takes on credit vs. equity.

]]> Winnie Cisar & CIBC's Chris Harvey break down the SpaceX IPO, AI's $500B buildout, global competition & leverage in the system. Is a market melt-up next? Don't miss their smart takes on credit vs. equity.

]]> Tue, 08 Sep 2026 14:13:53 -0700 Fitch Group Fitch Group 2297 Winnie Cisar & CIBC's Chris Harvey break down the SpaceX IPO, AI's $500B buildout, global competition & leverage in the system. Is a market melt-up next? Don't miss their smart takes on credit vs. equity.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No Meet the Minds Behind the Mic 2 2 Meet the Minds Behind the Mic full 8bf65353-e3aa-4a2b-8f55-88ac3be18d22 https://share.transistor.fm/s/7623c7b2 Before we dive into markets and macro, meet the minds behind the mic. Hosts Winnie Cisar and Justin Patrie share their winding paths into finance, what sets Fitch apart, how AI is reshaping research, and the podcasts and books that fuel their curiosity. 

]]> Before we dive into markets and macro, meet the minds behind the mic. Hosts Winnie Cisar and Justin Patrie share their winding paths into finance, what sets Fitch apart, how AI is reshaping research, and the podcasts and books that fuel their curiosity. 

]]> Wed, 02 Sep 2026 14:19:16 -0700 Fitch Group Fitch Group 787 Before we dive into markets and macro, meet the minds behind the mic. Hosts Winnie Cisar and Justin Patrie share their winding paths into finance, what sets Fitch apart, how AI is reshaping research, and the podcasts and books that fuel their curiosity. 

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No Introducing "Above the Fray" - Fitch Group's New Podcast on Credit, Markets & Global Trends 1 1 Introducing "Above the Fray" - Fitch Group's New Podcast on Credit, Markets & Global Trends full 37e52daf-94e5-4f14-9248-40b486322106 https://share.transistor.fm/s/13252f8b Markets move quickly, and so do the forces shaping credit, the economy, and global markets. Above the Fray is Fitch Group’s new weekly podcast covering the biggest developments in credit, macro, geopolitics, and market trends. Hosted by Winnie Cisar and Justin Patrie, the series offers expert analysis and clear perspectives to help audiences stay informed.

]]> Markets move quickly, and so do the forces shaping credit, the economy, and global markets. Above the Fray is Fitch Group’s new weekly podcast covering the biggest developments in credit, macro, geopolitics, and market trends. Hosted by Winnie Cisar and Justin Patrie, the series offers expert analysis and clear perspectives to help audiences stay informed.

]]> Wed, 26 Aug 2026 08:31:43 -0700 Fitch Group Fitch Group 56 Markets move quickly, and so do the forces shaping credit, the economy, and global markets. Above the Fray is Fitch Group’s new weekly podcast covering the biggest developments in credit, macro, geopolitics, and market trends. Hosted by Winnie Cisar and Justin Patrie, the series offers expert analysis and clear perspectives to help audiences stay informed.

]]> Credit Markets, Credit Ratings, Fixed Income Debt Markets, Capital Markets, Macro Trends, Market Analysis, Market Outlook, Economic Insights, Issuer Trends No