Macro Markets Podcast Episode 11: The ABCs of ABS

Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments, looks under the hood of the latest CPI release and shares his take on the Minutes from the March FOMC meeting.

April 14, 2022

 

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FEATURED PERSPECTIVES

Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision - Featured Perspectives
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Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

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For Lessons on Fighting Inflation, Skip Over Volcker to 1946

Clues from history on how to successfully end the current surge in prices.

Credit Returns in the Upcoming Fed Hiking Cycle - Featured Perspectives
March 04, 2022

Credit Returns in the Upcoming Fed Hiking Cycle

Exploring the performance of leveraged credit in past tightening cycles.


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