The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
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The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
EP 11 | Del Monte in the Can, Consumer Spending’s Tapped & The IP Is Out of Ideas
The Octus Download
50 minutes 29 seconds
3 months ago
EP 11 | Del Monte in the Can, Consumer Spending’s Tapped & The IP Is Out of Ideas
This week on The Octus Download, Jason and Kevin start with the bankruptcy of the week Del Monte (01:06) a 138-year-old brand now reduced to DIP fights, Judge Lewis A. Kaplan, and a TikTok-fueled wave of canned-fruit nostalgia. They unpack the LME-to-Chapter 11 pipeline and how the case became a referendum on DIP fees, minority lender fights, and the illusion of urgency in modern restructurings. Then Octus Head of Credit Research Mark Fischer joins to break down the latest consumer spending data (15:00) why people are buying one Labubo and nothing else, why couches and pet care are quietly collapsing, and how Amazon Prime Day became a showcase for dish soap over big-ticket goods. It’s a trade-down economy built on vibes and necessity and it’s showing up everywhere from cruise bookings to non-accrual rates in private credit. The episode closes with a look at Jurassic Park’s latest IP bloat (35:58), the emptiness of modern blockbusters, and why legacy franchises are just as tired as the consumers they’re trying to entertain.
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Hosted by Jason Sanjana & Kevin Eckhardt
Guest: Mark Fischer (Head of Credit Research, Octus)
Produced and Edited by Tanya Hubbard
A Production of The Octus Podcast Network
The Octus Download
The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
