Macro Markets Podcast Episode 67: Outlook and Strategy After the Tariff Gray Swan

April 15, 2025

Macro Markets Podcast Episode 66: Asset-Backed Finance: The Evolution of a Portfolio Mainstay 

March 27, 2025

Think Longer Term Amid Volatility

March 12, 2025

Macro Markets Podcast Episode 65: Macro and Micro Views on Credit Opportunities in a Shifting Economy 

March 10, 2025

Macro Markets Podcast Episode 64: The SMA Advantage—Institutional Strategies for Individual Investors 

February 24, 2025

Macro Markets Podcast Episode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown

February 04, 2025

Macro Markets Podcast Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)

January 23, 2025

U.S. Will Continue to Attract Capital

January 22, 2025

Macro Markets Podcast Episode 61: Fixed-Income Investing in 2025—the CIO’s Playbook in a Time of Change

December 23, 2024

The Power of Private Credit in Fixed-Income Portfolios

December 05, 2024

Macro Markets Podcast Episode 60: Post-FOMC & Post-Election Analysis and Outlook

November 13, 2024

Macro Markets Podcast Episode 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)

October 29, 2024

Macro Markets Podcast Episode 58: What the Rates Market is Telling Us

October 16, 2024

Companies with Access to Capital Are Doing Well…and That Is Where We Are Investing

October 11, 2024

Macro Markets Podcast Episode 57: Post-FOMC Action Plan…and Other Macro Themes

September 26, 2024

Anne Walsh on the Next Big Risk

August 12, 2024

Macro Markets Podcast Episode 56: Bond Market Insights from a Fed Insider

August 06, 2024

What the Weak Jobs Report Means for Fed Policy

August 02, 2024

Higher Quality Fixed Income Is ‘the Place to Be’

July 23, 2024

Macro Markets Podcast Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

July 15, 2024

Macro Markets Podcast Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update

July 15, 2024

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

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

May 11, 2023