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Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs

September 23, 2026

It was a pleasure to welcome Amanda Lynam, Chief Credit Strategist in Global Investment Research at Goldman Sachs, back to the podcast. Nearly three years after our first conversation, much has changed!  With the extraordinary capital expenditure cycle underway in artificial intelligence, there is no shortage of questions about how the corporate credit market will finance it and what the growing supply of debt means for investors. We begin with Amanda’s assessment of the broader cre...

Kimberly Gallant, Global Head of QIS Structuring, CIBC

September 08, 2026

Kimberly Gallant, the Global Head of QIS Structuring at CIBC, has spent nearly two decades working across quantitative investment strategies, derivatives and structuring. Our conversation is a deep dive into the evolution of QIS and the economic rationale behind these increasingly important systematic investment strategies. We begin by exploring the origins of QIS and how ideas from academia, pension funds, commodity markets and bank trading desks ultimately converged into a cross-asset ...

The Case for Tail Hedging

September 04, 2026

In this discussion, I make the case for tail hedging. I communicate two main ideas. First, I lay out the concept of the “fourth type of risk off”, an episode that features instability in the back end of the US bond market. As I’ve said, nothing can really work in markets if the Treasury market does not. Count me as worried that the US fiscal issues are incredibly difficult to solve – we wouldn’t be here otherwise – and that the timeline to address them has shortened.Second, I argue that the U...