Episode 1: November 4, 2021

FromGuggenheim Macro Markets

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Episode 1: November 4, 2021

FromGuggenheim Macro Markets

ratings:

Length:

17 minutes

Released:

Nov 5, 2021

Format:

Podcast episode

Description

Justin Takata, Managing Director and Head of Investment Grade Corporate Credit Sector Team; Paul Dozier, Director in the Macroeconomic and Research Group; Adam Bloch, Managing Director and Portfolio Manager discussion with Jay Diamond, Head of Thought Leadership.

Released:

Nov 5, 2021

Format:

Podcast episode

Titles in the series (53)

Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.

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Episode 1: November 4, 2021 by Guggenheim Macro Markets
17 min listen
Episode 3: December 2, 2021 by Guggenheim Macro Markets
25 min listen
Episode 2: November 17, 2021 by Guggenheim Macro Markets
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Episode 10: The Case for Bonds Now by Guggenheim Macro Markets
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Episode 6: February 3, 2022 by Guggenheim Macro Markets
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Episode 5: January 19, 2022 by Guggenheim Macro Markets
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Episode 17: Fixed Income in Retirement Plans by Guggenheim Macro Markets
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Episode 11: The ABCs of ABS by Guggenheim Macro Markets
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Episode 4: December 15, 2021 by Guggenheim Macro Markets
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Episode 9: The Fed, Ukraine, and More by Guggenheim Macro Markets
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Episode 7: February 16, 2022 by Guggenheim Macro Markets
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Episode 14: FOMC Minutes and Listener Mail by Guggenheim Macro Markets
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Episode 8: March 2, 2022 by Guggenheim Macro Markets
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Episode 19: A Close Look at Hotel Real Estate/Macro Update by Guggenheim Macro Markets
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Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate by Guggenheim Macro Markets
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Episode 12: Muni Market Update by Guggenheim Macro Markets
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Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update by Guggenheim Macro Markets
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Episode 22: Investors’ Guide to the Fed’s Hard Landing by Guggenheim Macro Markets
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Episode 21: Measuring Sustainable Infrastructure by Guggenheim Macro Markets
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Episode 16: Fed Watch: A Deep Dive into 75 by Guggenheim Macro Markets
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Episode 13: The Fed, Credit Quality, and Bank Loans by Guggenheim Macro Markets
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Episode 25: Fixed-Income Pain Giving Way to Opportunity by Guggenheim Macro Markets
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Episode 18: Investment-Grade Corporates and the Macro Backdrop by Guggenheim Macro Markets
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Episode 38: Value and Nuance in CMBS by Guggenheim Macro Markets
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Episode 23: A CIO’s View of the Bond Market by Guggenheim Macro Markets
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Episode 28: Fed Day, Jobs Day, and 10 Macro Themes by Guggenheim Macro Markets
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Episode 27: Minerd on the Fed and Investing Heading into 2023 by Guggenheim Macro Markets
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Episode 33: Fixed-Income Opportunity Now and Down the Road by Guggenheim Macro Markets
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Episode 30: The Structured Credit Value Proposition Right Now by Guggenheim Macro Markets
37 min listen
Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios by Guggenheim Macro Markets
26 min listen

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Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy by Guggenheim Macro Markets
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Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail) by Guggenheim Macro Markets
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Episode 51: What's Holding Up Inflation…And Other Macro Themes by Guggenheim Macro Markets
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Episode 50: Investing in Private Debt by Guggenheim Macro Markets
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Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail) by Guggenheim Macro Markets
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Episode 48: Why We Like Structured Credit by Guggenheim Macro Markets
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Episode 47: Investing as the Fed Prepares to Start Rate Cuts by Guggenheim Macro Markets
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Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024 by Guggenheim Macro Markets
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Episode 45: Macro and Market Outlook for 2024 by Guggenheim Macro Markets
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Episode 44: Corporate Credit Review and Preview by Guggenheim Macro Markets
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Episode 43: FOMC/Jobs Report Update by Guggenheim Macro Markets
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Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty by Guggenheim Macro Markets
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Episode 41: Quarterly Macro Themes for Q3 2023 by Guggenheim Macro Markets
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Episode 40: Real Estate and Its Possible Black Swan: The Office Sector by Guggenheim Macro Markets
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Episode 39: Soft Landing Skepticism by Guggenheim Macro Markets
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Episode 38: Value and Nuance in CMBS by Guggenheim Macro Markets
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Episode 37: Introducing Quarterly Macro Themes by Guggenheim Macro Markets
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Episode 36: “It’s a bond-picker's market.” by Guggenheim Macro Markets
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Episode 35: A Deep Dive into Municipal Bonds by Guggenheim Macro Markets
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Episode 34: Risk/Reward in High Yield/Bank Loans by Guggenheim Macro Markets
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Episode 33: Fixed-Income Opportunity Now and Down the Road by Guggenheim Macro Markets
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Episode 32: Investment Grade Market Dynamics by Guggenheim Macro Markets
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Episode 31: Post-FOMC/SVB Analysis by Guggenheim Macro Markets
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Episode 30: The Structured Credit Value Proposition Right Now by Guggenheim Macro Markets
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Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios by Guggenheim Macro Markets
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Episode 28: Fed Day, Jobs Day, and 10 Macro Themes by Guggenheim Macro Markets
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Episode 27: Minerd on the Fed and Investing Heading into 2023 by Guggenheim Macro Markets
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Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity by Guggenheim Macro Markets
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Episode 25: Fixed-Income Pain Giving Way to Opportunity by Guggenheim Macro Markets
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Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market? by Guggenheim Macro Markets
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Episode 1: November 4, 2021

Episode 1: November 4, 2021

Description

Titles in the series (53)

More Episodes from Guggenheim Macro Markets

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