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#PIMCO
17 OctSat
  1. PIMCO：Accrued Interest44

    PIMCO Group CIO Dan Ivascyn: Navigating Multiple Winning Paths Amid Interest Rate Volatility

    PIMCO Group CIO Dan Ivascyn noted in a podcast that the core focus of the current bond market is not interest rate volatility itself, but rather starting yields that are near 25-year highs, which are expected to deliver long-term returns across a range of economic scenarios. He stated that capturing current yields requires reliance on high-quality fixed income, globally diversified allocation, and appropriate duration to lock in long-term returns, while maintaining patience and discipline throughout the process. This podcast is intended for investment advisors and is for informational purposes only.

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7 OctWed
  1. UBS: UBS On-Air Market Moves24

    Fixed Income Conversation with Mike Cudzil of PIMCO and Leslie Falconio of UBS CIO

    UBS On-Air Market Moves presents a Fixed Income Conversation featuring Mike Cudzil, Managing Director and Generalist Portfolio Manager at PIMCO, and Leslie Falconio, Head of Americas Taxable Fixed Income Strategy at UBS Chief Investment Office. Recorded at PIMCO's studio in Newport Beach, California, the discussion explores the current interest rate environment, monetary policy trajectory, bond issuance implications, and the broader fixed income landscape, hosted by Daniel Cassidy.

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6 OctTue
  1. PIMCO：Accrued Interest22

    Edward Jones Executive David Chubak on the Golden Age of Advisory

    David Chubak, Head of Wealth Management and Field Management at Edward Jones, joins an interview to explore industry dynamics in the golden age of advisory. He argues that even in the era of AI and information overload, the core value of a quality advisor remains trust, client relationships, and deep client understanding. The interview also draws on behavioral finance and personal experience to share frameworks for building strong client relationships.

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15 SeptTue
  1. PIMCO：Accrued Interest30

    PIMCO Podcast: Behavioral Finance Practices for Building Rational Portfolios

    PIMCO launches a behavioral finance-themed podcast featuring behavioral finance advisor Dr. Anastasia Buyalskaya, Senior Consultant Education Advisor Devin Ekeberg, and Greg Hall. The podcast explores common behavioral biases in investment decision-making, how advisors can guide clients to remain rational, and the impact of AI on investment decisions. The content is for informational purposes only and does not constitute investment advice.

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27 AugThu
  1. PIMCO：Accrued Interest38

    What's Driving Higher Long-Term Bond Yields?

    On the PIMCO podcast, Marc Seidner and Pramol Dhawan discuss the drivers behind rising long-term bond yields. Rising sovereign debt, a surge in AI-related corporate bond issuance, and inflation concerns have collectively pushed 30-year yields in the U.S. and elsewhere to two-decade highs. The episode also covers global term premiums, U.S. Treasury responses, AI bond issuance 'indigestion,' differences between 30-year and 10-year Treasuries, mixed data, and Jackson Hole.

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19 AugWed
  1. PIMCO：Accrued Interest33

    PIMCO Podcast "A World of Opportunity": Active Fixed Income in a Globally Desynchronized Cycle

    On the PIMCO podcast A World of Opportunity, Andrew Balls, PIMCO's Chief Investment Officer for Global Fixed Income, explores the value of active fixed income in a globally desynchronized cycle. The episode covers opportunities across different market yield curves, the role of fixed income in diversification and alpha generation, and how country-specific developments—from AI dominance in the U.S. and China to Germany's defense spending—are influencing global bonds.

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17 JulFri
  1. PIMCO：Accrued Interest35

    PIMCO Accrued Interest Podcast: Lotfi Karoui on Private Credit and the AI Capital Expenditure Supercycle

    On the PIMCO Accrued Interest podcast, Lotfi Karoui joins host Greg Hall to discuss topics related to private credit and the AI capital expenditure supercycle. The two note that current market focus on direct lending may overshadow future structural themes in credit markets, analyze cyclical pressures facing business development companies, mention that the AI capital expenditure supercycle, global energy reshoring, and a rebound in defense spending may test the market’s ability to absorb new issuances, and advise advisors to consider the diversification value of allocations to bonds and emerging markets.

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7 JulTue
  1. PIMCO：Accrued Interest31

    Greg Sharenow on Structural Changes in Commodities

    Greg Sharenow, Head of Commodity Portfolio Management at PIMCO, joins the podcast to discuss structural shifts in commodities. He analyzes how factors such as the Iran conflict, AI infrastructure buildout, and manufacturing reshoring are affecting energy supply-demand balances, and explores the role of commodities in portfolio construction. This podcast is for informational purposes only and does not constitute investment advice.

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17 JunWed
8 JunMon
  1. PIMCO：Accrued Interest36

    Commercial Real Estate Market Adjustment: Finding Value Across Debt and Equity

    Seray Incoglu, Global Head of Real Estate Credit at PIMCO, and Matt Tuten, Head of Commercial Mortgage-Backed Securities, join the podcast to assess the current state of commercial real estate. The discussion covers the resilience of multifamily and industrial properties, continued dislocation in office real estate, the impact of AI on office demand, and the relative value between public and private real estate markets.

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23 MaySat
  1. PIMCO：Accrued Interest31

    Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran, and the ‘Stagflation Debate’

    PIMCO launches the Accrued Interest podcast, featuring former Fed Vice Chair and PIMCO Global Economic Advisor Richard Clarida alongside PIMCO Head of Public Policy Libby Cantrill. They discuss the direction of the Federal Reserve under Kevin Warsh, the conflict in the Middle East, the political implications of inflation and tariffs, the impact of the 2026 midterm elections, and the possibility of stagflation. This podcast is for informational purposes only and does not constitute investment advice.

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14 MayThu
  1. PIMCO：Accrued Interest34

    PIMCO Perspectives: When Geopolitics Becomes an Economic Input

    PIMCO's podcast, When Geopolitics Becomes an Economic Input, features Marc Seidner, CIO of Non-Traditional Strategies, and Pramol Dhawan, Head of Emerging Markets, in conversation with Greg Hall. They discuss how geopolitical uncertainty is being priced into markets, the possibility of stagflation, the yield comparison between bonds and AI stocks, and why active management is well-suited for the current environment. For informational purposes only and not investment advice.

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2 MaySat
  1. PIMCO：Accrued Interest28

    PIMCO Podcast Explores Four Pillars of Alpha in Asset-Backed Finance

    On this PIMCO podcast, Greg Hall is joined by Benjamin Ensminger-Law and Jason Steiner to discuss asset-backed finance, a segment of private credit distinct from direct lending that offers diversification and return potential. They outline four key pillars for generating alpha in this space and compare the liquidity premium between public and private markets.

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22 AprWed
  1. PIMCO：Accrued Interest29

    Municipal Market Adjustment: Volatility, Selectivity, and the Case for Active Management

    Dave Hammer, PIMCO's Head of Municipal Bonds, explores the current investment opportunities in the municipal bond market. He argues that with attractive interest rates, solid credit quality, and seasonal factors affecting bond prices, now is an opportune time to enter the market. He also highlights the expanding universe of municipal investing, including more customized private debt solutions, emphasizing that deep credit research and patient sector allocation are key drivers of long-term returns.

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14 AprTue
  1. PIMCO：Accrued Interest27

    PIMCO's Accrued Interest Podcast Talks with Capital Allocators Founder Ted Seides: Macro Trends Shaping Investing Over the Next Decade

    PIMCO's Accrued Interest podcast features Capital Allocators founder Ted Seides in an unscripted conversation that moves beyond short-term news to focus on macro trends and dynamic shifts that will influence investing over the next decade. The discussion covers core topics including equity index composition, structural changes in private equity, and challenges in the direct lending market, with timestamped show notes included.

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1 AprWed
  1. PIMCO：Accrued Interest31

    PIMCO Podcast: How to Unlock Tax Alpha in 2026

    PIMCO launched a podcast with Devin Ekberg and Greg Hall breaking down the tax changes from the One Big Beautiful Bill Act, outlining common pitfalls to avoid under the new rules. The episode also covers the phase-out of SALT deductions, the basics of Trump Accounts, tax planning debates around active vs. passive investing, and stackable tax benefits for municipal bonds and real estate investments.

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18 MarWed
  1. PIMCO：Accrued Interest32

    Private Credit Beyond Direct Lending: Where Value Remains — A Conversation with PIMCO Multi-Asset Credit Strategist Lotfi Karoui

    PIMCO Multi-Asset Credit Strategist Lotfi Karoui joins the Accrued Interest podcast for the first time to discuss the cyclical characteristics and investment value of the private credit market. The conversation covers the rise of direct lending after the Global Financial Crisis, its explosive growth post-pandemic, and allocation opportunities in other private credit segments such as asset-backed finance and real estate.

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11 MarWed
  1. PIMCO：Accrued Interest34

    From the Middle East to Credit Markets: Christian Stracke on Today's Market Uncertainty

    PIMCO President and Head of Asia Pacific, Europe, the Middle East, and Africa Christian Stracke joins the Accrued Interest podcast to discuss today's market uncertainty. He and host Greg Hall analyze the impact of geopolitical shocks in the Middle East on oil prices, inflation, and global markets, noting a confidence crisis in parts of private credit.

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25 FebWed
  1. PIMCO：Accrued Interest32

    PIMCO Podcast: Expecting the Unexpected with Pramol Dhawan

    In this PIMCO podcast, Pramol Dhawan joins host Greg Hall to discuss the shifting market landscape for 2026. Based on a PIMCO Perspectives article co-authored by Pramol Dhawan and Marc Seidner, the conversation explores volatility opportunities in global fixed income, the rebalancing of stocks and bonds, and the value of emerging market investments. This podcast is for informational purposes only and does not constitute investment advice.

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13 DecSat
  1. PIMCO：Accrued Interest24

    PIMCO Accrued Interest Podcast: Investment Themes for the Year Ahead with Marc Seidner

    In the final Accrued Interest podcast of 2025, Greg Hall speaks with Marc Seidner to outline five key themes shaping investment decisions in 2026. The discussion covers views on equities, credit, commodities, municipal bonds, and fixed income. This content is for informational purposes only and does not constitute investment advice.

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2 DecTue
  1. PIMCO：Accrued Interest34

    Do Headlines Impact Your Bottom Line? Risks and Realities in Today's Credit Markets

    PIMCO launched its Accrued Interest podcast, with host Greg Hall and Portfolio Manager Jason Duko discussing the latest developments in public and private credit. The episode explores the value of portfolio liquidity, private markets' ability to adapt to change, and the applicability of historical rules of thumb. Content is for informational purposes only and does not constitute investment advice.

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11 NovTue
  1. PIMCO：Accrued Interest28

    Macro, Markets, and Musical Metaphors: A Deep Dive with NewEdge Wealth CIO Cameron Dawson

    PIMCO's "Accrued Interest" podcast features Cameron Dawson, CIO of NewEdge Wealth, as its first external guest, joining Greg Hall to decode the current complex and volatile market dynamics. The conversation revolves around core issues such as the failure of traditional market data, the breakdown of leading indicators, assumptions about the AI capital expenditure cycle, and economic interconnectedness, exploring how to construct client portfolios in the current environment. This podcast is for informational purposes only and does not constitute investment advice.

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