Shows
PIMCO PodTheory of Mind in MarketsIn 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 podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2025-12-1107 min
PIMCO PodHow Tariffs and Technology Reshaped the U.S. Economy in 2025 – and What Comes NextIn 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 listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2025-12-0511 min
PIMCO PodCharting the Year Ahead: Investment Ideas for 2026In this episode, we explore opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO o...
2025-12-0517 min
PIMCO Accrued InterestWill Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit MarketsCredit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments across the continuum of public credit, private credit, and everything in between. Have a listen, and take away a framework for evaluating today’s key questions: what is the value of liquidity in a portfolio, can private markets keep up with a changing environment, and do historical rules of thumb still apply?
SHOW NOTES:
(1:57) The everything rally of 2025 – but dispersion beneath the surface.
(6:11) Recent controversies in the credit markets.
(17:36) A Glossar...
2025-12-0144 min
PIMCO PodTariffs Are Here to StayIn this episode, we discuss how the Supreme Court could affect U.S. 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 based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product...
2025-11-2110 min
PIMCO PodThe Economics of AI ScaleIn this episode, we discuss the potential macroeconomic impacts of AI, and how its incredible possibilities balanced against its risks, costs, and current valuations suggest that a lot is riding on AI’s ability to deliver transformative innovations.
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 need, and is not intended to be, and should not...
2025-11-1412 min
PIMCO PodAfter the Gold Rush The Strategic Role of Commodities in PortfoliosIn this episode, we discuss how investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIM...
2025-11-1308 min
PIMCO Accrued InterestMacro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron DawsonInvesting in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing.
SHOW NOTES:
• Introducing Cameron Dawson, our first-ever outside guest.
• A eulogy to market data as we know it.
• ...
2025-11-1046 min
PIMCO PodFed Policy in the Fog of Missing DataIn this episode, we discuss how the U.S. government shutdown is obscuring key economic data, prompting the Federal Reserve to potentially delay interest rate cuts due to uncertainty about labor
market conditions.
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 need, and is not intended to be, and should not be construed as, a f...
2025-11-0710 min
PIMCO PodChina’s Growth Engine Faces Fresh ChallengesIn this episode, we discuss how China’s growth model is being tested by weakening domestic demand and rising global trade barriers.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...
2025-10-3011 min
PIMCO PodCracks Emerge Beneath Market Resilience, Challenging Areas of the U.S. EconomyIn this episode, we discuss how recent bankruptcies along with price movements in select markets underscore the widening gap between winners and losers in the U.S. 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. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...
2025-10-2413 min
PIMCO Accrued InterestFrom Gold to Gigawatts: Unpacking Today’s Commodity MarketsGold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives.
Show notes:
Commodity Markets’ Evolution: Efficiency is Table Stakes
Why Gold is a Rocket Ship Recently
Debasement Trade or Diversifying Asset? Making Sense of Investor Sentiment with Gold.
Protecting Spending Power with Commodities
AI is Booming. Will Energy Markets Keep Up with...
2025-10-2148 min
PIMCO PodTariffs Test AI-Driven ExpansionIn this episode, we discuss how underneath the AI-related optimism lifting stock markets are increasing signs that the cost of tariffs is building.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...
2025-10-1707 min
PIMCO Accrued InterestTariffs, Technology, and Transition with Tiffany WildingEconomist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future.
Show notes:
1. Overview of PIMCO’s Cyclical Outlook.
2. Rules of Thumb and ‘Pay Backs.’
3. A technological investment boom – effects on employment trends, CAPEX, and more. 4. PIMCO vs. The Street – how do our views stack up? 5. The Agg is finally outyielding cash – is this a tipping point for advis...
2025-10-1442 min
PIMCO PodU.S. Shutdown Stalemate: Economic Impact and the Fed’s Next MoveIn this episode, we discuss how the U.S. government shutdown could affect the economy and disrupt the data releases that inform investments and 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 information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation...
2025-10-1008 min
PIMCO PodTariffs, Technology, and TransitionIn this episode, we discuss how locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and 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 included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a...
2025-10-0219 min
PIMCO PodTroubling Signals in U.S. Employment DataIn this episode, we take a deeper dive into U.S. labor market data that reveal troubling trends, which will likely prompt more Fed interest rate cuts.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a r...
2025-09-2610 min
PIMCO PodFed Delivers Dovish Shift, Restarts Rate-Cutting CycleIn this episode, we discuss how the Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary 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 herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for a...
2025-09-2007 min
PIMCO Accrued InterestThe Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs InHost Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision. In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next.
Show notes:
The Fed’s decision-making process
Reading signals: Thoughts on shifting patterns around trade, labor markets, inflation and more.
Fed independence: Thoughts on Cook, Bessent, Miran, and others...
2025-09-1845 min
PIMCO PodU.S. Labor Markets: A Release Valve for Tariff Pressure?In this episode, we discuss how U.S. companies are absorbing tariffs by cutting labor costs and increasing prices modestly.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other s...
2025-09-1809 min
PIMCO PodPIMCO Perspectives - A Fed Housing Fix That’s Hiding in PlainIn this episode, we discuss how mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market—without even touching 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 is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advic...
2025-09-1706 min
PIMCO PodDecision-Making and Behavioral Bias in the Age of AIIn this episode, Anastasia Buyalskaya, an advisor to PIMCO on behavioral science, shares general thoughts on how AI might be used to support investment decision-making, and ways to understand and navigate behavioral biases in connection with AI.
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 need, and is not intended to be, and should not b...
2025-09-1209 min
PIMCO PodRenewed Challenges to Fed IndependenceIn this episode, we discuss how President Trump's announcement that he is firing a Federal Reserve governor could be consequential for perceptions of Fed independence, though the potential impact on Fed policy is far from clear.
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 need, and is not intended to be, and should n...
2025-08-2909 min
PIMCO Accrued InterestBond ETFs: From Niche to NormETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have emerged as a compelling tool for advisors. Join host Greg Hall as he sits down with Head of ETF Sales, U.S. Global Wealth Management Adam Browne and Account Manager Todd Mangis to chart the growth of active bond ETFs in the US markets, the efficiencies they unlock for advisors, and how they are changing the fundamental dynamic of fixed income.
Show Notes:
Introduction
The Rise of ETFs - How...
2025-08-2247 min
PIMCO PodThe Economy Isn’t the Stock Market (and Vice Versa)In this episode, we discuss this year's disconnect between the performance of the U.S. stock market and that of the U.S. economy more broadly.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2025-08-2109 min
PIMCO PodU.S. Economic Data: Reliability Is CrucialIn this episode of PIMCO Pod, we discuss the need for more funding and updates at the U.S. Bureau of Labor Statistics to help keep economic data accurate and trustworthy.
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 need, and is not intended to be, and should not be construed as, a f...
2025-08-1413 min
PIMCO PodDownshifting to Neutral: Labor Market Revisions Spark Fears of Slower GrowthIn this episode of PIMCO Pod, we discuss slower U.S. job growth and likely economic cooling, along with the implications for Fed rate cuts.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a r...
2025-08-0808 min
PIMCO PodU.S. Economy: Investment Momentum Meets Policy UncertaintyIn this episode of PIMCO Pod, we discuss how the Fed will likely return to neutral policy by 2026, with no major changes or firing of Chair Powell expected.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2025-08-0109 min
PIMCO Accrued InterestHolding Steady Amid Whipsawing Markets with Marc Seidner and Pramol DhawanIn this extra credit episode, PIMCO’s Marc Seidner and Pramol Dhawan sit with host Greg Hall for their Q3 PIMCO Perspectives discussion. They unpack the current market environment shaped by tariffs, a weaker US dollar, and fiscal challenges while spotlighting the value of global diversification and intermediate-duration bonds. Tune in for practical knowledge to help advisors build resilient portfolios and steer through market swings for their clients in the second half of 2025.
Part 1. Introduction
Part 2. The Global vs. U.S. Opportunity Set Today
Part 3. The Future of the Fed
Part 4. As...
2025-07-2535 min
PIMCO PodLong View on the Fed: A Return to NeutralIn this episode of PIMCO Pod, we discuss how the Fed will likely return to neutral policy by 2026, with no major changes or firing of Chair Powell expected.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2025-07-2411 min
PIMCO PodThe Economic Impact of U.S. Tariffs: Waiting, Watching, and PlanningIn this episode of PIMCO Pod, we discuss how U.S. tariffs are mostly hitting businesses, with smaller effects on consumers so far
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific P...
2025-07-1810 min
PIMCO PodPIMCO Perspectives - Holding Steady Amid Whipsawing MarketsIn this episode of PIMCO Pod, we discuss the outlook for the second half of 2025, which remains favorable for strategies emphasizing globaldiversification and risk mitigation.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...
2025-07-1806 min
PIMCO Accrued InterestBent, not Broken: Uncovering Value in Commercial Real EstateJoin PIMCO's Russ Gannaway, Seray Incoglu and Gino Gabbianelli, alongside host Greg Hall, as they walk through the recent evolution of commercial real estate and where they see opportunity today. From sector selection to the balance of public and private strategies, they explore how advisors can help clients access durable income and long-term value amid ongoing economic uncertainty.
Part 1 – IntroductionsPart 2 – The Story of CRE, Post-GFC to Mid-2010sPart 3 – The Story of CRE, Mid-2010s through COVIDPart 4 – The Story of CRE TodayPart 5 – Is it a Good Time to Lend?Part 6 – A...
2025-07-1752 min
PIMCO PodBalancing Act: Building Resilient Portfolios in a Changing LandscapeIn this episode of PIMCO Pod, we discuss how systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific P...
2025-07-0115 min
PIMCO PodBend, Not Break: Investing in Real Estate Amid Economic UncertaintyIn this episode of PIMCO Pod, we explore why today’s uncertain environment means real estate investors may want to prioritize durable income—andstrategies that can perform even when markets are flat or faltering.
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 need, and is not intended to be, and should not be construed as, a fo...
2025-06-2722 min
PIMCO PodDeveloped Market Public Debt: A Long Road AheadIn this episode of PIMCO Pod, we discuss public debt in developed countries and what it means 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 particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, s...
2025-06-2609 min
PIMCO Accrued InterestMid-Year Check-In with Group CIO Dan IvascynThe “Fragmentation Era” is here (see our recent Secular Outlook piece), as trade barriers, geopolitics, and domestic fiscal dynamics lead global markets down increasingly divergent paths. Here to help us cut through the noise and find the signal, once again, is Dan Ivascyn, PIMCO’s Group CIO. Dan joined us at the start of the year, and we were thrilled to check in with him as we approach the midpoint of 2025. He provides a rundown of what’s changed—and what hasn’t—over the tumultuous intervening months, and shares his insights on where the economy, markets, and investment opportunities...
2025-06-2450 min
PIMCO PodU.S. Policy Watch: From Trade to TaxesIn this episode of PIMCO Pod, we discuss how U.S. policymakers' focus is shifting from trade issues toward tax and spending plans, affecting the economy, inflation, and investment.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2025-06-2012 min
PIMCO PodPIMCO Secular Outlook - The Fragmentation EraIn this episode of PIMCO Pod, we discuss how with the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
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 need, and is not intended to be, and should not be construed as, a f...
2025-06-1022 min
PIMCO PodJapan: Rates and Risks Back on the Global StageIn this episode of PIMCO Pod, we discuss the factors driving recent volatility in Japan’s government bond markets.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, st...
2025-06-0610 min
PIMCO PodThe U.S. Current Account: Trade and Fiscal Deficits Are Closely LinkedIn this episode of PIMCO Pod, we discuss how the U.S. trade deficit is linked to its fiscal deficit, and how lessons from history suggest it could be difficult to correct trade imbalances without fiscal reform as well.
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 need, and is not intended to be, and s...
2025-05-2911 min
PIMCO Accrued InterestAsset-Based Finance: New Frontiers in Private CreditFrom residential credit and consumer lending, to aviation finance, equipment leasing, and music royalties, Asset-Based Finance ("ABF") covers a wide range of lending specialties. Investments in these areas can offer attractive income backed by hard assets, and help to diversify portfolios away from more crowded areas of the private credit landscape. Join PIMCO experts Kris Kraus and Christian Clayton, alongside host Greg Hall, to trace the development of private credit since the Global Financial Crisis and to learn how new frontiers in the space open up new possibilities for advisors and their clients.
Asset-based finance (ABF), with...
2025-05-2344 min
PIMCO PodMoody’s Downgrade Underscores Tensions Over U.S. Debt OutlookIn this episode of PIMCO Pod, we discuss how the recent Moody’s downgrade underscores tension over the U.S. debt 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 responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...
2025-05-2213 min
PIMCO PodHow Does the Data Make You Feel?In this episode of PIMCO Pod, we discuss how emotions play a crucial role in investment decision-making by signaling risks, and why managing - not ignoring —these emotions leads to better financial choices.
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 need, and is not intended to be, and should not be construed as, a for...
2025-05-1611 min
PIMCO PodThe Fed Is in a ‘Good Place’ – But for How Long?In this episode of PIMCO Pod, we discuss how Fed officials are remaining patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2025-05-1308 min
PIMCO PodA Tariff Winter Is Coming?In this episode of PIMCO Pod, we discuss how higher tariffs are likely to cause economic disruptions, affect consumer and business activity, and potentially lead to a challenging holiday season for the U.S. economy later this year.
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 need, and is not intended to be, and should...
2025-05-0108 min
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol DhawanRapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. In this episode with the authors of PIMCO Perspectives on Trade Wars and the U.S. Dollar, we break down what these shifts mean for financial advisors and their portfolios, exploring the implications of evolving U.S. policies on client strategies.
KEY TOPICS & CHAPTER MARKERS
02:15 Current economic trends
10:30 Investment strategies in a changing environment
20:45 Managing risks and opportunities
30:00 Market Outlook
Read the new PIMCO Perspectives piece, Trade Wars and the U.S. Dollar, fo...
2025-04-2935 min
PIMCO PodChallenges to Fed IndependenceIn this episode of PIMCO Pod, we discuss the outlook for Federal Reserve independence amid pressure from the Trump administration.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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...
2025-04-2411 min
PIMCO PodHow Effectively Can the U.S. Economy Untether From China?We discuss the challenges and implicationsof the U.S. economy's efforts to reduce reliance on China amid evolving tradepolicies and tariffs.The discussion and content provided within this podcast is intended for informational purposesonly 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 need, and is not intended to be, and should not be construed as, a forecast...
2025-04-1709 min
PIMCO PodPIMCO Perspectives - Trade Wars and the U.S. DollarIn this episode of PIMCO Pod, we discuss how rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and 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 is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be...
2025-04-1708 min
PIMCO PodOverall U.S. Tariff Level Still High Despite ExemptionsIn this episode of PIMCO Pod, we discuss how U.S. tariffs remain high despite recent exemptions for certain products, as the Trump administration remains committed to a broader trade policy agenda.
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 need, and is not intended to be, and should not...
2025-04-1711 min
PIMCO Accrued InterestMunicipal Bonds: Volatility Yields OpportunityRecorded on 10 April 2025
Join David Hammer, Head of Municipal Bond Management, and Account Manager Antonese Robertson as they discuss the recent action-packed week for municipal investors. Despite speculation, they share their bullish outlook on the asset class and its tax-exempt status.
Part 1: 00:11:57 - Current Environment
Part 2: 00:15:30 - Credit Quality, Policy implications & Taxes
Part 3: 00:30:45 - Seeking Opportunity Amid Volatility
Part 4: 00:38:00 - Outlook on Municipal Bonds
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for...
2025-04-1642 min
PIMCO PodNavigating Global Market TurbulenceIn this episode of PIMCO Pod, Group CIO Dan Ivascyn and Esteban Burbano, fixed income strategist, discuss the impact of U.S. tariffs on global markets, how we’re navigating the turbulence and why flexibility and a higher quality tilt are essential in this evolving environment.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 si...
2025-04-1538 min
PIMCO PodThe U.S. Economy’s Trajectory Amid Higher TariffsWe discuss the economic effects of theTrump administration's aggressive tariffs, which could lead to U.S. stagflationand global contraction while complicating the Federal Reserve's policy path.The discussion and content provided within this podcast is intended for informational purposesonly 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 need, and is not intended to be, and should not...
2025-04-1116 min
PIMCO PodPresident Trump Blinks for Now, But Tariffs Remain HighIn this episode of PIMCO Pod, we discuss the significant implications for U.S. and global growth and 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 included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any...
2025-04-1107 min
PIMCO Accrued InterestExtra Credit: Market Update with Dan Ivascyn - PIMCO Group CIOStay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment ad...
2025-04-1145 min
PIMCO Accrued InterestTracking Tariffs with Libby Cantrill & Tiffany WildingWith recent tariff announcements and the resulting market movements, maintaining a clear mindset can be incredibly difficult – yet it is crucial now more than ever. Join host Greg Hall with Libby Cantrill, head of U.S. Public Policy, and economist, Tiffany Wilding as they share insights on tariffs, future Fed policy and more.Part 1:Time stamp 00:21:55: {Tiffany speaking}U.S. growth in jeopardy Part 2:Time stamp 00:26:00: {Libby speaking}Are tariffs here to stay?Part 3:
2025-04-1046 min
PIMCO PodTariff Turbulence: What to Watch, Including Possible ConstraintsIn this episode of PIMCO Pod, we discuss the Trump administration’s commitment to tariffs as a long-term strategy to rebalance trade 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 herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation fo...
2025-04-0811 min
PIMCO PodPIMCO Cyclical Outlook - Seeking StabilityIn this episode of PIMCO Pod, we discuss a time of sweeping geopolitical change and clear challenges for riskier assets, where bond markets offer a source of stability.
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 need, and is not intended to be, and should not be construed as, a forecast, research...
2025-04-0120 min
PIMCO PodTrade Policy and the U.S. Economy in 2025In this episode of PIMCO Pod, we look at the impact of the Trump administration's trade policy, especially tariffs, and how this could affect U.S. economic growth and inflation in 2025.
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 need, and is not intended to be, and should not be construed as...
2025-03-2810 min
PIMCO PodThe Challenges of Currency InterventionIn this episode of PIMCO Pod, we explore the challenges facing possible
U.S. efforts to intervene in currency markets.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...
2025-03-2112 min
PIMCO Accrued InterestMoving Cash from Defense to Offense with Jerome SchneiderGiven the uncertain outlook for risk assets and the economy, saving has effectively become “investing” for many. Now, more than ever, it’s important to be intentional in how you allocate cash. By tiering liquidity, advisors and their clients can seek to balance short-duration allocations across different timelines and needs - and make cash work harder in their portfolios.
In this episode, Jerome Schneider, PIMCO’s Head of Short-Term Strategies, and Chad Van Dyk, Account Manager, sit down with host Greg Hall, Head of U.S. Global Wealth Management, to discuss all things short term and the right tail...
2025-03-1539 min
PIMCO PodVegetables vs. Dessert Under Trump 2.0: Assessing the Economic Impact of Policy DecisionsIn this episode of PIMCO Pod, we discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic 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 responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment...
2025-03-1313 min
PIMCO PodHope and Hype on German and EU Fiscal ReformsIn this episode of PIMCO Pod, we discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic 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 responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2025-03-0507 min
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol DhawanAn extra credit exclusive with the authors of PIMCO Perspectives on Where to Look When Equities Are Priced for Exceptionalism. Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification. We breakdown what this means for financial advisors and their portfolios.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...
2025-02-2721 min
PIMCO Accrued InterestWatching the Fed Watching Tariffs and InflationDr. Richard Clarida, who served as vice chair of the Federal Reserve during President Trump’s first term, gained firsthand insight into trade, tariffs and geopolitical tensions. Now a global economic advisor at PIMCO, he joins host Greg Hall and account manager Cory McNamara to discuss what's ahead for the Fed and how advisors can manage portfolios in uncertain times.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. Th...
2025-02-2138 min
PIMCO PodReciprocal Tariffs: The Trump Administration’s New Trade StrategyIn this episode of PIMCO Pod, we discuss the Trump administration's plan to scrutinize foreign trading practices and potentially impose reciprocal tariffs to tackle the U.S. trade deficit.
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 need, and is not intended to be, and should not be construed as, a forecast...
2025-02-2111 min
PIMCO PodPIMCO Perspectives - Where to Look When Equities Are Priced for ExceptionalismWe discuss how lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...
2025-02-2105 min
PIMCO PodU.S. Labor Market Faces Tighter Immigration PolicyIn this episode of PIMCO Pod, we discuss the potential slowdowns in the U.S. labor market and economic growth due to tightened immigration policies, despite previous boosts from immigrant workers.
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 need, and is not intended to be, and should not be construed as...
2025-02-1409 min
PIMCO PodThe Tariff Tug-of-War: Balancing Economic Growth and Trade RelationsIn this episode of PIMCO Pod, we explore the delicate balance between protectionism and global cooperation.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...
2025-02-1208 min
PIMCO PodWhat U.S. Tariff Announcements Could Mean for the EconomyIn this episode of PIMCO Pod, we discuss the potential economic implications of recent U.S. tariff announcements under the Trump administration.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...
2025-02-0818 min
PIMCO PodThe Behavioral Lens: Best Practices for Decision-Making Under UncertaintyIn this episode of PIMCO Pod, we discuss behavioral insights to help enhance investors' decision-making processes.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...
2025-01-3011 min
PIMCO Accrued InterestInvesting in the Year Ahead: A Conversation with Dan IvascynPIMCO Group CIO Dan Ivascyn joins host Greg Hall to discuss markets and the evolving investment landscape for 2025. As advisors guide their clients through shifting rate outlooks, record high equity markets, and the early days of the new administration, Dan shares lessons learned over his three decades in active investment 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 podcast is at the sole responsibility of the listener. The information included herein is not based on any...
2025-01-2848 min
PIMCO PodThe 5 D’s of Trump’s Second Administration: Key Economic ThemesIn this episode of PIMCO Pod, we discuss the high-level outlook for U.S. policy in 2025 along with macroeconomic implications.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...
2025-01-2313 min
PIMCO PodPIMCO Cyclical Outlook - Uncertainty Is CertainIn this episode of PIMCO Pod, we discuss how amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...
2025-01-1422 min
PIMCO PodTariffs, the Dollar, and the Fed: Crucial Decisions in 2025In this episode of PIMCO Pod, we discuss how Federal Reserve policy decisions and related currency moves are crucial to the impact and effectiveness of 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 based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation...
2025-01-1010 min
PIMCO PodWill We See Bold Policy Choices in the U.S.?In this episode of PIMCO Pod, we explore President-elect Donald Trump's possible policies and how they could affect U.S. stock markets and the 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. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...
2024-12-1910 min
PIMCO PodFrom Cash to Bonds: A Strategic Shift in Post-Pandemic InvestingIn this episode of PIMCO Pod, we discuss how, as cash yields dwindle, the case for fixed income becomes increasingly compelling.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...
2024-12-1807 min
PIMCO Accrued InterestPractice Makes Perfect: Planning for 2025Head of Advisor Education John Nersesian and Account Manager Mary Hoppe explore the evolution of financial advice, offering strategies to elevate your practice. From tax planning and charitable giving to portfolio rebalancing, they share essential insights to prepare for the year ahead.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 need, and is not intended...
2024-12-1331 min
PIMCO PodAlternatives Investment Outlook - Private Credit: Asset-Based Finance Shines as Lending Landscape EvolvesIn this episode of PIMCO Pod, we discuss how the transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit 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 particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2024-12-1317 min
PIMCO PodGlobal Inflation: Is the Tide Turning?In this episode of PIMCO Pod, we discuss long-term inflation trends, and the outlook for a potentially more volatile path ahead.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any...
2024-12-1109 min
PIMCO PodPIMCO Perspectives - Thoughts From the Bond VigilantesIn this episode of PIMCO Pod, we discuss concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
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 need, and is not intended to be, and should not be...
2024-12-1008 min
PIMCO PodU.S. Debt Dilemma: Politics and EconomicsIn this episode of PIMCO Pod, we discuss the challenges of the U.S. deficit and debt as President-elect Donald Trump prepares to take office with a Republican Congress.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2024-11-2910 min
PIMCO Accrued InterestPolitics & PortfoliosThere’s never a dull moment when it comes to politics and the markets. Join our Head of Public Policy, Libby Cantrill, and Account Manager, Andy Maloney, as they cut through the post-election noise and discuss portfolio opportunities with host, and Head of U.S. Global Wealth Management, Greg Hall.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 fi...
2024-11-2334 min
PIMCO PodFed 2025 Outlook: Hikes Still UnlikelyIn this episode of PIMCO Pod, we discuss the Federal Reserve's monetary policy outlook through 2025, emphasizing a return to a more normal economic environment that should allow for further rate cuts despite potential tariff increases under President-elect Donald Trump.
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 need, and is not intended to be, and...
2024-11-2109 min
PIMCO PodNegative Correlations, Positive AllocationsIn this episode of PIMCO Pod, we discuss how the inverse correlation between bonds and stocks has returned, broadening the potential for risk-adjusted returns in multi-asset portfolios.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a...
2024-11-2018 min
PIMCO PodEconomic Changes That U.S. Voters Want to SeeIn this episode of PIMCO Pod, we delve into the economic risks, benefits, and uncertainties that have emerged in the wake of the recent election.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...
2024-11-1507 min
PIMCO PodTrump’s Second Act: What to Expect 2025 and BeyondIn this episode of PIMCO Pod, we discuss how even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.
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 need, and is not intended to be, and should no...
2024-11-1208 min
PIMCO PodKey Policy Questions Likely to Linger After the ElectionIn this episode of PIMCO Pod, we discuss policy uncertainties that could shape the U.S. 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. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product...
2024-11-0608 min
PIMCO PodMixed Signals: Assessing How Markets Might Respond to the U.S. ElectionIn this episode of PIMCO Pod, we discuss the uncertainty surrounding the direction and magnitude of possible market reactions to the U.S. election.
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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any...
2024-10-3108 min
PIMCO Accrued InterestAhead of the CurveThe Fed has started cutting rates. Greg Hall, Head of U.S. Global Wealth Management, Marc Seidner, CIO Non-Traditional Strategies, and Emily McGrath, PIMCO Account Manager, discuss what that may mean for fixed income portfolios and how PIMCO is staying ahead of the curve.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 need, and is n...
2024-10-2129 min
PIMCO PodPIMCO Cyclical Outlook - Securing the Soft LandingIn this episode of PIMCO Pod, we discuss the fixed income outlook which remains strong, as the U.S. Federal Reserve joins other central banks in cutting 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 is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...
2024-10-1127 min
PIMCO PodStarting With a Bang: Fed Cuts PolicyIn this episode of PIMCO Pod, we discuss how the Fed is likely on a path to continue to cut rates over the next several meetings to realign monetary policy with a now more “normal” U.S. 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. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not...
2024-09-2007 min
PIMCO PodPIMCO Perspectives - Cuts and ConsequencesIn this episode of PIMCO Pod, we explore how balanced risks to inflation and employment indicate it’s time for the Fed to normalize interest rates, enhancing a positive backdrop for bonds. 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 need, and is not intended to be, and should not be construed as, a forecast, re...
2024-09-1407 min
PIMCO PodPowell on Fed Policy Moves: The Time Has ComeIn this episode of PIMCO Pod, we explore Fed Chair Powell’s annual Jackson Hole speech, where he assessed the post-pandemic U.S. economy and suggested rate cuts are coming soon. 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 need, and is not intended to be, and should not be construed as, a forecast, research, inv...
2024-08-2704 min
PIMCO PodPIMCO Perspectives - Summer of DispersionIn this episode of PIMCO Pod, we explore the dispersion playing out across monetary policy and financial markets.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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...
2024-08-0907 min
PIMCO PodPIMCO Real Estate Outlook - Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate MarketIn this episode of PIMCO Pod, we discuss findings from the firm’s second annual Global Real Estate Investment Forum, including secular trends across regions and sectors.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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a re...
2024-07-2414 min
PIMCO PodMajor Shakeup in U.S. Election Diminishes Odds of a Republican SweepIn this episode of PIMCO Pod, we discuss how the likelihood of Vice President Kamala Harris becoming the Democratic nominee has shifted the race for the White House and improved congressional Democratic prospects.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 need, and is not intended to be, and should not be...
2024-07-2310 min
PIMCO PodPIMCO Perspectives - The Cost of Cash: A $6 Trillion QuestionIn this episode of PIMCO Pod, we share how the return of elevated bond yields comes at an opportune time to consider shifting out of cash. 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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation f...
2024-07-0108 min
PIMCO PodPIMCO Secular Outlook - Yield AdvantageIn this episode of PIMCO Pod, we explore how economic forces have produced a generational reset higher in bond yields - and a compelling outlook for fixed income.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 need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...
2024-06-2727 min