From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
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The Algebris Bullet | Financial Rebellion (Gabriele Foà)
Financial repression is turning into rebellion, leading investors to overprice bond risks and creating some value in duration. While fiscal risks remain significant and stronger AI-driven productivity could keep rates higher for longer, increasingly hawkish positioning, pressure on risk assets and tighter financial conditions are improving the asymmetry of owning duration. At the same time, credit spreads remain historically tight, arguing for selectivity rather than broad exposure.
Listen to Algebris Investments' latest podcast with Gabriele Foà (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK).
13 May 2026
Financial Credit, Explained: Understanding Bank Capital and AT1s
Financial credit differs from corporate credit because banks operate through layered capital structures, constantly reassessing borrower risk and holding capital against potential losses; Within that structure, AT1s sit just above equity, offering higher yield.
European banks are now fundamentally stronger than in past cycles, supported by tighter regulation, stress testing, improved profitability and better asset quality: This has made moving down the capital stack more attractive, particularly in national champion banks where the risk-reward profile may be compelling.
The asset class has also matured: a growing share of AT1s now carries at least one investment-grade rating, challenging the perception that they are purely high-yield instruments.
For investors seeking real income, European bank AT1s can sit between low-yielding investment grade bonds and more leveraged private credit or high-yield alternatives.
In Algebris’ latest podcast, Bruno Duarte (Financial Credit Portfolio Manager), explains how financial credit works, why AT1s matter, and where the opportunities may lie today.
16 Apr 2026
China's Markets Are Back (Davide Serra)
China is advancing at exceptional speed in AI, robotics, biotech, green transition, electric vehicles, and other key innovation sectors. Its cost advantage versus the US is enormous, while performance remains highly competitive. The main drag on the economy has been the long adjustment after the property bubble burst, which has weighed on local consumption. However, over the next two to three years this pressure may normalize, while the “new China” continues to accelerate. At the same time, Chinese equities trade at a significant discount to global markets and offer higher dividend yields. For this reason, China, especially through Hong Kong, is an underappreciated long-term opportunity in global portfolios.
Listen to Davide Serra (Founder & CEO, Algebris Investments) in his latest analysis.
Reach and audience
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YouTube views
21,229,357
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 33 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
20
Social presence
0
YouTube
86
Engagement
27
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