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
A Vast Market in Private Credit
May 01, 2023
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
April 14, 2023
Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis
March 27, 2023
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
February 17, 2023
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
January 19, 2023
“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
December 15, 2022
"The Fed Had To Be Very Hawkish"
December 14, 2022
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
November 16, 2022
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?
October 27, 2022
Macro Markets Podcast Episode 23: A CIO’s View of the Bond Market
October 13, 2022
“We Are Seeing Cracks All Over the Place.”
October 06, 2022
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
September 28, 2022
Fed Day: The Argument for 100 Basis Points
September 21, 2022
"A Once in a Generation Opportunity" for Investors
September 19, 2022
Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure
September 15, 2022
"We should see stocks fall by 20% by mid-October."
September 08, 2022
“The Fed Is on Autopilot Raising Rates”
August 23, 2022
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
August 04, 2022
"I Blame the Fed’s Forward Guidance for Market Instability"
July 27, 2022
Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop
July 21, 2022
CIO Mid Year 2022 Outlook
July 07, 2022
Macro Markets Podcast Episode 17: Fixed Income in Retirement Plans
July 06, 2022
“The Fed Will Press On This Until They Break Something”
June 28, 2022
Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75
June 23, 2022
Recession ‘Inevitable’ as the Fed Fights Inflation
June 15, 2022
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
May 26, 2022
Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans
May 12, 2022
Macro Markets Podcast Episode 12: Muni Market Update
April 28, 2022
Macro Markets Podcast Episode 11: The ABCs of ABS
April 14, 2022
Macro Markets Podcast Episode 10: The Case for Bonds Now
March 31, 2022
Macro Markets Podcast Episode 9: The Fed, Ukraine, and More
March 18, 2022
First Quarter 2022 Market Outlook
March 08, 2022
Macro Markets Podcast: Episode #8
March 02, 2022
Macro Markets Podcast: Episode #7
February 16, 2022
Macro Markets Podcast: Episode #6
February 03, 2022
Macro Markets Podcast: Episode #5
January 19, 2022
Macro Markets Podcast: Episode #4
December 15, 2021
Confessions of an Active Fixed-Income Manager: Risk and Relative Value
September 29, 2021
The Importance of Attracting and Retaining Women in Asset Management
January 22, 2020