Macro Markets Podcast Episode 54: Make Room For High Yield

June 14, 2024

Macro Markets Podcast Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

May 21, 2024

‘This Is a Good Time for Credit’

May 08, 2024

Two Factors Delaying the Downturn

May 07, 2024

Macro Markets Podcast Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)

May 06, 2024

Macro Markets Podcast Episode 51: What's Holding Up Inflation…And Other Macro Themes

April 10, 2024

Macro Markets Podcast Episode 50: Investing in Private Debt

March 25, 2024

Macro Markets Podcast Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

March 11, 2024

“Markets Should Continue to Do Well”

February 25, 2024

Macro Markets Podcast Episode 48: Why We Like Structured Credit

February 20, 2024

“An Attractive Time to Be a Fixed-Income Investor”

February 16, 2024

Macro Markets Podcast Episode 47: Investing as the Fed Prepares to Start Rate Cuts

February 06, 2024

Macro Markets Podcast Episode 46: A Deeper Dive Into Our 11 Macro Themes for 2024

January 23, 2024

“Higher Credit Quality is a Very Solid Place to Be in 2024”

January 17, 2024

Fixed Income to Shine as the Fed Ponders Rate Cuts

January 16, 2024

Disinflation and a Slowing Economy in 2024

January 12, 2024

Macro Markets Podcast Episode 45: Macro and Market Outlook for 2024

January 08, 2024

Policy Conditions Are Tighter Than They Appear

December 13, 2023

Positioning for the Fed Pivot

December 13, 2023

Macro Markets Podcast Episode 44: Corporate Credit Review and Preview

November 28, 2023

Macro Markets Podcast Episode 43: Post-FOMC/Jobs Report Update

November 06, 2023

Macro Markets Podcast Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty

October 19, 2023

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

September 21, 2023

Attractive Bond Yields While Being Patient and Defensive

September 20, 2023

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

August 10, 2023

Macro Markets Podcast Episode 39: Soft Landing Skepticism

August 04, 2023

Macro Markets Podcast Episode 38: Value and Nuance in CMBS

July 25, 2023

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

June 28, 2023

Macro Markets Podcast Episode 37: Introducing Quarterly Macro Themes

June 20, 2023

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

May 25, 2023

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

May 11, 2023