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PIMCO Pod

PIMCO

Welcome to PIMCO Pod, where you can listen to readings of PIMCO’s key thought leadership – from our latest economic outlook to the best ideas from our global investment team. Dive into a world of deep expertise across public and private markets and get insights to help you gain an edge in an ever-changing world.

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Episodes

167 episodes

  1. Policy Options Are Available Now to Lower U.S. Mortgage Rates 10:53
  2. With Echoes of 1974, a Decisive Victory for the Democratic Party 15:42
  3. Campaign Spending: The Hidden Boost Behind U.S. Consumer Resilience 15:39
  4. CRE: A Reset, Not a Replay 9:59
  5. Fed Pauses as Rate Recalibration Continues 8:11
  6. Is AI Crowding Out the Rest of the Economy? 18:03
  7. The Credit Market Lens: The Other Side of Higher Yields 10:30
  8. October Fed Meeting Preview: A Pause Is Still a Recalibration 12:11
  9. The Credit Market Lens: Improved Optics But Unchanged Economics in Software Loans 6:50
  10. The AI Investment Boom Goes Beyond America 12:15
  11. The Credit Market Lens: Green Shoots and Legacy Risks in Direct Lending 7:53
  12. Growth Holds, Risks Widen 23:00
  13. The Credit Market Lens: An Oil Shock (Mostly) Like No Other 8:09
  14. Monetary Policy Through the Lens of Financial Conditions 13:35
  15. The U.S. Housing Market Becomes a More Local Story 9:19
  16. The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far) 7:10
  17. A Recalibration, Not a Rate-Hike Cycle 13:17
  18. The Credit Market Lens: AI Capex and the Limits of Crowding Out 9:59
  19. September Fed Hike May Be More Than a Risk Management Exercise 9:29
  20. The Credit Market Lens: One AI Trade for Now, Many Trades Later 10:38
  21. Drawing Comparisons Between Technology Regimes: A Behavioral View 11:13
  22. Welcome Back, Balanced Portfolio 15:46
  23. How a K-Shaped Economy Affects Opportunities in Asset Based Finance 9:43
  24. If Inflation Is the Problem, Why Aren't Wages? 11:57
  25. The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs 5:33
  26. Buybacks, Market Functioning, and Treasury Predictability 15:21
  27. PIMCO Perspectives: What's Pushing Long-Term Bond Yields Higher? 8:44
  28. The Credit Market Lens: Narrowing the Visibility Gap in Defaults 8:03
  29. Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains 12:41
  30. The Credit Market Lens: What BDC Markets Are Signaling About Private Credit Valuations 5:32
  31. As Older Workers Retire, Labor Costs Ease 10:46
  32. The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade 7:09
  33. Underlying Inflation Gauges: Trimming Noise or Trimming Signal? 13:31
  34. The Credit Market Lens: Still Buying America 7:18
  35. The Fed Holds Steady, But Questions Linger 10:46
  36. Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets 14:32
  37. The Credit Market Lens: The Return of Financial Engineering – Not 2008, But Not Nothing 8:52
  38. When Monetary Policy Surprises Stop Translating 11:46
  39. The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation 6:09
  40. PIMCO Perspectives: Old-Fashioned Bond Math for a New-Fashioned Fed 9:52
  41. Real Estate: From Repricing to Relevance 13:49
  42. Fed Policymaker Comments Raise the Stakes for Inflation Data 13:40
  43. The Credit Market Lens: A Higher Bar for Earnings Season 5:43
  44. The Credit Market Lens: A Growing Divide in Leveraged Finance 9:00
  45. Does AI Raise or Lower Neutral Rates? 10:22
  46. The Credit Market Lens: What BDC Redemptions and NAV Pressures Mean for Investors 9:59
  47. Will Greater Monetary Policy Uncertainty Lead to Tighter Financial Conditions? 13:48
  48. Global Bond Diversification: Higher Yields and New Opportunities for Alpha 10:11
  49. The Credit Market Lens: Sharpe Is Back in Emerging Markets 6:03
  50. Hawkish-Leaning Committee, Reform-Minded Chair: Warsh’s First Fed Meeting 10:46