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Above the Fray

by Fitch Group
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Latest episodes

  • Midterms, Markets & the Road to 2028

    October 29, 2026 · 31 min

    Are markets ready for a midterm shakeup? PIMCO’s Libby Cantrill joins Winnie Cisar to unpack what the election could mean for Washington, fiscal policy, affordability, rising deficits and the road to 2028.

  • 2027: What Economists See Coming

    October 27, 2026 · 48 min

    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 and the Future Economy

    October 22, 2026 · 53 min

    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…

  • The New Power Brokers

    October 12, 2026 · 60 min

    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…

  • Late Cycle, Fewer Backups

    October 7, 2026 · 23 min

    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…

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  • Financing the Future

    October 2, 2026 · 29 min

    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…

  • Private Credit Unpacked

    September 21, 2026 · 25 min

    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.

  • The Mighty Consumer - Bending or Breaking?

    September 16, 2026 · 21 min

    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…

  • The Thread That Pulls Everything Apart

    September 8, 2026 · 38 min

    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.

  • Meet the Minds Behind the Mic

    September 2, 2026 · 13 min

    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…

  • Introducing "Above the Fray" - Fitch Group's New Podcast on Credit, Markets & Global Trends

    August 26, 2026 · 1 min

    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…

Full episode archive on Apple Podcasts →

About the show

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.