Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023 - Media Thumbnail

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

September 21, 2023
Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector - Media Thumbnail

Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector

September 07, 2023
Credit is the Next Shoe to Drop - Media Thumbnail

Credit is the Next Shoe to Drop

August 10, 2023
Macro Markets Podcast Episode 39: Soft Landing Skepticism - Media Thumbnail

Macro Markets Podcast Episode 39: Soft Landing Skepticism

August 04, 2023
Macro Markets Podcast Episode 38: Value and Nuance in CMBS - Media Thumbnail

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

July 25, 2023
‘It’s a Good Time to Be Thoughtful About Risk’ - Media Thumbnail

‘It’s a Good Time to Be Thoughtful About Risk’

June 28, 2023
Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes - Media Thumbnail

Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes

June 20, 2023
Bond Investors Getting Paid for Patience - Media Thumbnail

Bond Investors Getting Paid for Patience

June 08, 2023
Macro Markets Podcast Episode 36:

Macro Markets Podcast Episode 36: "It's a bond picker's market."

June 08, 2023
Macro Markets Podcast Episode 35: A Deep Dive into Municipal Bonds - Media Thumbnail

Macro Markets Podcast Episode 35: A Deep Dive into Municipal Bonds

May 25, 2023
Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? - Media Thumbnail

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

May 11, 2023
Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans - Media Thumbnail

Macro Markets Podcast Episode 34: Risk/Reward in High Yield/Bank Loans

May 11, 2023
A Vast Market in Private Credit - Media Thumbnail

A Vast Market in Private Credit

May 01, 2023
Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road - Media Thumbnail

Macro Markets Podcast Episode 33: Fixed-Income Opportunity Now and Down the Road

April 27, 2023
Macro Markets Podcast Episode 32: Investment Grade Market Dynamics - Media Thumbnail

Macro Markets Podcast Episode 32: Investment Grade Market Dynamics

April 14, 2023
Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis  - Media Thumbnail

Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis

March 27, 2023
Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now - Media Thumbnail

Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now

March 03, 2023
Macro Markets Podcast Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios - Media Thumbnail

Macro Markets Podcast Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios

February 17, 2023
Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes - Media Thumbnail

Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes

February 07, 2023
Market Conditions Favor a Move Up in Credit Quality - Media Thumbnail

Market Conditions Favor a Move Up in Credit Quality

January 19, 2023
“Right Now, the Fixed-Income Story is a Good One” - Media Thumbnail

“Right Now, the Fixed-Income Story is a Good One”

January 18, 2023
Macro Markets Podcast Episode 27: Minerd on the Fed and Investing Heading into 2023 - Media Thumbnail

Macro Markets Podcast Episode 27: Minerd on the Fed and Investing Heading into 2023

December 15, 2022

"The Fed Had To Be Very Hawkish"

December 15, 2022
Macro Markets Podcast Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity - Media Thumbnail

Macro Markets Podcast Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity

December 08, 2022
Macro Markets Podcast Episode 25: Fixed-Income Pain Giving Way to Opportunity - Media Thumbnail

Macro Markets Podcast Episode 25: Fixed-Income Pain Giving Way to Opportunity

November 16, 2022
Markets Rally After Weak CPI Data - Media Thumbnail

Markets Rally After Weak CPI Data

November 10, 2022

"Divided Government Is a Great Outcome."

November 09, 2022

"I Would Not Call This a Pivot Today."

November 02, 2022
Macro Markets Podcast Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market? - Media Thumbnail

Macro Markets Podcast Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?

October 27, 2022
Macro Markets Podcast Episode 23: A CIO’s View of the Bond Market - Media Thumbnail

Macro Markets Podcast Episode 23: A CIO’s View of the Bond Market

October 13, 2022
“We Are Seeing Cracks All Over the Place.” - Media Thumbnail

“We Are Seeing Cracks All Over the Place.”

October 06, 2022
2022’s Upside: The Fed Has Put the Income Back in Fixed Income - Media Thumbnail

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

October 06, 2022
Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing - Media Thumbnail

Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing

September 28, 2022
Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure - Media Thumbnail

Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure

September 15, 2022
Macro Markets Podcast Episode 20: For the Fed, the Devil Is in the Data; Agency MBS Update - Media Thumbnail

Macro Markets Podcast Episode 20: For the Fed, the Devil Is in the Data; Agency MBS Update

August 18, 2022
Macro Markets Podcast Episode 19: A Close Look at Hotel Real Estate/Macro Update - Media Thumbnail

Macro Markets Podcast Episode 19: A Close Look at Hotel Real Estate/Macro Update

August 04, 2022
Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop - Media Thumbnail

Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop

July 21, 2022
CIO Mid Year 2022 Outlook - Media Thumbnail

CIO Mid Year 2022 Outlook

July 07, 2022
Macro Markets Podcast Episode 17: Fixed Income in Retirement Plans - Media Thumbnail

Macro Markets Podcast Episode 17: Fixed Income in Retirement Plans

July 06, 2022
Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75 - Media Thumbnail

Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75

June 23, 2022
Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate - Media Thumbnail

Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate

June 09, 2022
Macro Markets Podcast Episode 14: FOMC Minutes and Listener Mail - Media Thumbnail

Macro Markets Podcast Episode 14: FOMC Minutes and Listener Mail

May 26, 2022
Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans - Media Thumbnail

Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans

May 12, 2022
Macro Markets Podcast Episode 12: Muni Market Update - Media Thumbnail

Macro Markets Podcast Episode 12: Muni Market Update

April 28, 2022
Macro Markets Podcast Episode 11: The ABCs of ABS - Media Thumbnail

Macro Markets Podcast Episode 11: The ABCs of ABS

April 14, 2022
Macro Markets Podcast Episode 10: The Case for Bonds Now - Media Thumbnail

Macro Markets Podcast Episode 10: The Case for Bonds Now

March 31, 2022
Macro Markets Podcast Episode 9: The Fed, Ukraine, and More  - Media Thumbnail

Macro Markets Podcast Episode 9: The Fed, Ukraine, and More

March 18, 2022
First Quarter 2022 Market Outlook - Media Thumbnail

First Quarter 2022 Market Outlook

March 08, 2022
Macro Markets Podcast: Episode #8 - Media Thumbnail

Macro Markets Podcast: Episode #8

March 02, 2022
Macro Markets Podcast: Episode #7 - Media Thumbnail

Macro Markets Podcast: Episode #7

February 16, 2022
Macro Markets Podcast: Episode #6 - Media Thumbnail

Macro Markets Podcast: Episode #6

February 03, 2022
Macro Markets Podcast: Episode #5 - Media Thumbnail

Macro Markets Podcast: Episode #5

January 19, 2022
Macro Markets Podcast: Episode #4 - Media Thumbnail

Macro Markets Podcast: Episode #4

December 15, 2021
Fireside Chat with Scott Minerd and Mike Milken - Media Thumbnail

Fireside Chat with Scott Minerd and Mike Milken

May 21, 2020
Macro Themes for 2020 - Media Thumbnail

Macro Themes for 2020

January 22, 2020