PIMCO Pod
PIMCO Pod offers audio readings of PIMCO's key thought leadership, including its latest economic outlook and ideas from its global investment team. The podcast dives into deep expertise across public and private markets, providing insights to help listeners navigate an ever-changing world. It aims to give investors an edge through expert analysis and market perspectives.
Episodes
The Credit Market Lens: Green Shoots and Legacy Risks in Direct Lending
In this episode, we discuss how After years of abundant capital and intense competition that produced increasingly borrower-friendly terms, the tide may be shifting.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the
Growth Holds, Risks Widen
In this episode, we discuss Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided i
The Credit Market Lens: An Oil Shock (Mostly) Like No Other
In this episode, we discuss how This year’s energy price shock isn’t exactly following the historical playbook, with markets and economies absorbing much of the impact – though clear risks remain.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at
Monetary Policy Through the Lens of Financial Conditions
In this episode, we discuss how financial conditions are shaping Federal Reserve policy and the outlook for interest rates.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein
The U.S. Housing Market Becomes a More Local Story
In this episode, In our U.S. housing market monitor, we discuss how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market and the investment landscape.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcas
The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)
In this episode, we discuss how Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The informatio
A Recalibration, Not a Rate-Hike Cycle
In this episode, we discuss why the Fed is placing greater emphasis on financial conditions than the neutral interest rate (r), and what that means for the outlook for U.S. monetary policy and rate hikes.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcas
The Credit Market Lens: AI Capex and the Limits of Crowding Out
In this episode, we discuss AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out Treasuries.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibi
September Fed Hike May Be More Than a Risk Management Exercise
In this episode, we discuss why the Fed’s September rate hike may signal a firmer push to bring inflation back to its 2% target.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included he
The Credit Market Lens: One AI Trade for Now, Many Trades Later
In this episode, we discuss how For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout?
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Re
Drawing Comparisons Between Technology Regimes: A Behavioral View
In this episode, we discuss how AI’s investment boom resembles the dot-com era, while highlighting key differences that could shape investor risks and opportunities.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the li
Welcome Back, Balanced Portfolio
In this episode, we discuss how With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsib
How a K-Shaped Economy Affects Opportunities in Asset Based Finance
In this episode, we discuss how With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsib
If Inflation Is the Problem, Why Aren't Wages?
In this episode, we discuss why the Fed may consider tightening policy even though labor costs don’t appear to be driving inflation.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information include
The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs
In this episode, we discuss how Most U.S. investment grade and high yield borrowers appear positioned to withstand refinancing costs, but CCC rated issuers face greater pressure as elevated yields meet weaker balance sheets.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information
Buybacks, Market Functioning, and Treasury Predictability
In this episode, we discuss how Treasury buybacks may support market liquidity while preserving a regular and predictable debt strategy.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information inc
PIMCO Perspectives: What's Pushing Long-Term Bond Yields Higher?
In this episode, we discuss how A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted the 30-year yields in the U.S. and elsewhere to two-decade highs.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided i
The Credit Market Lens: Narrowing the Visibility Gap in Defaults
In this episode, we discuss how Direct lending defaults are harder to observe than public market defaults, but analysis suggests financial distress has risen markedly since 2022.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsib
Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains
In this episode, we discuss why shifting labor market dynamics are keeping U.S. wage growth subdued despite falling unemployment.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included h
The Credit Market Lens: What BDC Markets Are Signaling About Private Credit Valuations
In this episode, we discuss how BDC equities continue to trade at significant discounts to NAV, reflecting skepticism toward reported marks, a concern reinforced by valuation levels that have yet to fully reset, even as BDC bonds continue to outperform their stocks.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for
As Older Workers Retire, Labor Costs Ease
In this episode, we discuss how rising retirements and weaker labor supply are easing labor costs and complicating the Fed’s read on the U.S. labor market.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener.
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
In this episode, we discuss how As AI-related issuance reshapes bond markets, differences in U.S. dollar and euro performance offer new insights into the roles of supply and technical factors.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the so
Underlying Inflation Gauges: Trimming Noise or Trimming Signal?
In this episode, We discuss why underlying U.S. inflation appears contained despite elevated core PCE readings, and what that may mean for Fed policy.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The i
The Credit Market Lens: Still Buying America
In this episode, we discuss how Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The info
The Fed Holds Steady, But Questions Linger
In this episode, we discuss why the Fed held rates steady in July and what lingering inflation risks could mean for future policy.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included
Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
In this episode, we discuss how geopolitical tensions and disrupted shipping routes are intensifying energy market risks and weighing on the global economy.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. T
The Credit Market Lens: The Return of Financial Engineering – Not 2008, But Not Nothing
In this episode, we discuss how Leverage and complexity are gaining ground in today’s late-cycle markets, signaling caution – not crisis – and underscoring the value of diversification and risk management.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podca
When Monetary Policy Surprises Stop Translating
In this episode, we discuss how markets seem to be getting more sophisticated in distinguishing between different types of inflation – supply-driven or demand-driven – and they price monetary policy surprises accordingly.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information pro
The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation
In this episode, we discuss how Cheap U.S. Treasury valuations may explain part of the optics behind today’s tight credit spreads, but fundamental and technical factors remain the primary drivers for market moves.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a
PIMCO Perspectives: Old-Fashioned Bond Math for a New-Fashioned Fed
In this episode, we discuss how In the Warsh Fed's new era of two-way risk, bonds offer something rare: potential downside risk mitigation that investors get paid to hold.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility o
Real Estate: From Repricing to Relevance
In this episode, we discuss how commercial real estate is moving into a new phase, where AI, shifting space needs, and higher-for-longer rates are reshaping investment opportunities and returns. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the s
Fed Policymaker Comments Raise the Stakes for Inflation Data
In this episode, we discuss how recent Fed comments and inflation data could shape the outlook for rates and bond markets through year-end. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information inc
The Credit Market Lens: A Higher Bar for Earnings Season
In this episode, we discuss how higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in
The Credit Market Lens: A Growing Divide in Leveraged Finance
In this episode, we discuss how higher rates, weaker underwriting, and software concentration are exposing vulnerabilities in direct lending and leveraged loans, while high yield bonds appear better positioned.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podc
Does AI Raise or Lower Neutral Rates?
In this episode, we discuss whether AI could lower – not raise – neutral interest rates over time, and what that means for monetary policy, bond markets, and the economic outlook.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibi
The Credit Market Lens: What BDC Redemptions and NAV Pressures Mean for Investors
In this episode, we discuss how a widening confidence gap in non-traded investment vehicles is testing private credit valuations, sharpening the case for manager selection and diversification beyond direct lending.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in
Will Greater Monetary Policy Uncertainty Lead to Tighter Financial Conditions?
In this episode, we discuss the potential market impact of a less communicative Federal Reserve amid broader macro uncertainties
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included her
Global Bond Diversification: Higher Yields and New Opportunities for Alpha
In this episode, we discuss how in a world of high starting yields and rupturing economic alliances, investors who actively diversify across regions, sectors, and currencies can be better positioned to pursue durable returns.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information p
The Credit Market Lens: Sharpe Is Back in Emerging Markets
In this episode, we discuss why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it means for multi-asset portfolios in 2026.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of
Hawkish-Leaning Committee, Reform-Minded Chair: Warsh’s First Fed Meeting
In this episode, we discuss the Fed holding rates while signaling a more hawkish outlook and possible policy changes under Chair Warsh.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information incl
How Large Is Private Credit’s Total Addressable Market, Really?
In this episode, we discuss A rigorous framework anchored in asset-based finance helps define the actual scale and scope of the opportunity.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information inc
Secular Outlook: Rupture and Resilience
In this episode, we discuss how a global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit strategies.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance up
Energy Credit Market Returns Reflect Sector Discipline
In this episode, we discuss how behind the recent rally in energy credit lies a multi-year story of management discipline, restrained capital spending, and sector consolidation.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility
The Quiet Erosion Beneath U.S. Growth
In this episode, we discuss how weakening real incomes, low savings, and rising uncertainty could quietly undermine U.S. consumption and economic resilience despite strong headline growth.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole res
AI Financing Needs Do Not Override Cyclical Drivers of Yield
In this episode, we discussed how structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are watching right now.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility
Supply Shocks and AI-Related Demand Blur Inflation Signals for the Fed
In this episode, we discuss how overlapping supply shocks and AI-driven demand are clouding inflation signals, complicating Fed policy and widening uncertainty around future rate decisions.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole re
Measuring What Matters in Public and Private Fixed Income
In this episode, we discussed that with spreads tight and dispersion rising, the tools investors use to judge performance matter more than ever.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information
AI Credit Expansion: Assessing the Micro and Macro Risks
In this episode, we discuss today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The i
AI, Market Power, and Diminishing Labor Share
Welcome to PIMCO Pod. In this episode, We discuss how rising AI adoption is likely contributing to near-term inflation but may ultimately reduce the labor share of income and lead to longer-term disinflationary pressures. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provid
What Would The Merton Model Say About AI Capital Spending?
In this episode, we discuss how AI-driven capex is widening the gap between opportunity in equities and risk in credit.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not b
Daily Pricing Is Not Daily Liquidity
In this episode, we discuss how marking asset prices more frequently won’t fix transparency and accuracy issues in private credit, which still lacks a market-based method of determining prices.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the s
U.S. Inflation Measures Tell Two Different Stories
In this episode, we discuss how U.S. inflation looks tame in CPI but remains elevated in the Fed’s preferred PCE measure due to AI-driven demand and rising tech and energy costs.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibil
Making Sense of a Cross-Asset Disconnect
In this episode, we discuss how oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information i
Fed’s Holding Pattern Continues Amid Competing Risks
In this episode, we discuss the Federal Reserve’s decision to hold rates steady amid heightened uncertainty and competing economic risks.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information incl
The Credit Market Lens: Differing Signals in BDCs, and Orderly Defaults in High Yield
In this episode, we discuss how equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the s
When Geopolitics Becomes an Economic Input
In this episode, we discuss strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener.
Higher Energy Costs, Weaker Tax Relief Squeeze U.S. Households
In this episode, we discuss how persistent energy price pressures and less‑than‑expected tax relief are intensifying financial stress for U.S. households and reinforcing K‑shaped economic outcomes.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at t
The Credit Market Lens: Software Stuck in a Trough
In this episode, we discuss how, the software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The
Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)
In this episode, we discuss why the Federal Reserve could further shrink its balance sheet and why, if done gradually, markets may see little impact.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The inf
The Credit Market Lens: Oil Supply Shocks Don’t Age Well
In this episode, we discuss how, Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information inc
U.S. Employment Volatility Masks Structural Shift
In this episode, we discuss how volatile U.S. employment data is masking a structural shift toward slower labor force growth and greater reliance on productivity -- and perhaps AI -- to drive GDP growth.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast i
Temporary Disruption – or the Start of a Global Supply Shock?
In this episode, we discuss the growing risk that prolonged Iran-related oil disruptions could shift from a temporary shock to a global supply crisis.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The i
The Credit Market Lens: A market split, but for how long?
In this episode, we discuss how, Amid geopolitical uncertainty, dispersion across credit markets – rather than a broad risk off move – has become the dominant investment signal.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibil
Layered Uncertainty: Conflict, Credit Stress, and AI
In this episode, we discuss how in a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon i
Spreads May Be Converging Across Public and Private Markets, But Liquidity Is Not Evolves
In this episode, we discuss the efforts to make private credit tradable face obstacles and risk undermining one of the main reasons – earning an illiquidity premium – that investors look to private assets.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast
Caution Takes Center Stage at the March Fed Meeting
In this episode, we discuss how the Fed emphasized a cautious stance on rate cuts amid uncertainty from the recent energy shock.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included here
Private Credit’s Other Lanes Still Offer Value
In this episode, we discuss why the direct lending sector is under scrutiny and highlight how the broader private credit universe, spanning asset based finance, consumer and mortgage credit, and specialty finance, continues to offer diversified and attractive investment opportunities.
The discussion and content provided within this podcast is intended for informational purposes only and may not b
Middle East Conflict Clouds the Economic Outlook
In this episode, we discuss how the Middle East conflict could drive a global energy supply shock that heightens inflation risks, pressures growth, and complicates central bank policy decisions.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the
Behavioral Insights for Investors: Reconciling the Hot Hand and Gambler’s Fallacies.
In this episode, we discuss two seemingly opposite behavioral biases and what they mean for investors.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any par
Tariff Ruling Drives Near-Term Uncertainty, With Potential for Longer-Term Stability
In this episode, we discuss the economic and policy implications of the recent U.S. Supreme Court ruling on tariffs.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not ba
The AI-Driven Productivity Tide May Not Lift All Boats
In this episode, we discuss how the rapid adoption of AI is shaping U.S. productivity, investment, and labor markets, creating both economic opportunities and emerging risks.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility
U.S. Housing Inflation: Stubbornly High to Stubbornly Low
In this episode, we discuss the outlook for U.S. housing prices.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or n
Expect the Unexpected
In this episode, we discuss why surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities,
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of t
U.S. Policy Update: Warsh Fed Nomination and Texas Special Elections
In this episode, We discuss recent U.S. policy developments, including the Warsh Fed nomination and surprising Democratic gains in Texas special elections.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. T
Under a Warsh Fed, Expect a Thoughtful Policy Approach
In this episode, We discuss how Kevin Warsh, the new Fed chair nominee, would likely look to reduce the size of the Fed's balance sheet and revisit communications policy.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of
Fed Holds Steady and Signals Longer-Term Easing Bias
In this episode, we discuss how the Fed kept interest rates steady in January while hinting that easing may happen at some point when supported by the economic data.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the li
Why U.S. Productivity Gains No Longer Reach Workers
In this episode, We discuss why recent U.S. productivity gains aren’t boosting worker incomes correspondingly, as more of the benefits flow to large companies instead of labor.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibilit
PIMCO Cyclical Outlook - Compounding Opportunity
In this episode, We discuss how, following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provi
Theory of Mind in Markets
In this episode, Anastasia Buyalskaya, an advisor to PIMCO on behavioral science, discusses how understanding others’ beliefs and expectations can help investors anticipate market reactions beyond raw data.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcas
How Tariffs and Technology Reshaped the U.S. Economy in 2025 – and What Comes Next
In this episode, we discuss how tariffs and rapid AI adoption shaped the U.S. economy in 2025, and what these trends could mean for growth, inflation, and jobs in 2026.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the
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