Odd Lots
Bloomberg
Kategorije: News & Politics
Slušajte poslednju epizodu:
In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to get any semblance of yield. Now that's changing according to Dan Ivascyn, the chief investment officer of Pimco, one of the biggest bond fund managers around. In this special 10-year anniversary episode, Dan reflects on longer-term trends in the bond market, as well as more immediate issues like independence at the Federal Reserve, concerns around data center financing, and worries of "dangerous" and inflated credit ratings.
Read more:
French Budget Endgame Means Stress Test for Stocks and Bonds
Pinebridge Sees Emerging-Markets Rally Tilting Toward Bonds
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Prethodne epizode
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1237 - Dan Ivascyn Is Excited About a New Era in Fixed Income Mon, 08 Dec 2025
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1236 - How Microsoft Excel Conquered Corporate America Sun, 07 Dec 2025
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1235 - Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works Fri, 05 Dec 2025
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1234 - AI Can Tell Us Something About Credit Market Weakness Thu, 04 Dec 2025
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1233 - Travis Kavulla Explains Why Electric Bills Shot Up Mon, 01 Dec 2025
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1232 - This Is Why Credit Card Interest Rates Are So High Fri, 28 Nov 2025
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1231 - Graham Allison on the Risks of a US-China War Thu, 27 Nov 2025
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1230 - Ray Dalio on the Five Forces That Make This a Historical Moment Mon, 24 Nov 2025
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1229 - Risky Business Preview Sun, 23 Nov 2025
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1228 - Why America's Cattle Ranchers Keep Getting Squeezed Sat, 22 Nov 2025
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1227 - What Susan Collins Wants to See Before Supporting Another Rate Cut Fri, 21 Nov 2025
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1226 - Tyler Cowen on Why AI Hasn't Changed the World Yet Thu, 20 Nov 2025
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1225 - The Politics of AI Are About to Explode Wed, 19 Nov 2025
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1224 - Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued Mon, 17 Nov 2025
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1223 - Citi's Dirk Willer on How You Know When the Bubble Is Over Sat, 15 Nov 2025
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1222 - Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One Fri, 14 Nov 2025
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1221 - Cliff Asness on How Markets Got Dumber in the Last 10 Years Thu, 13 Nov 2025
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1220 - Jerry Neumann on the Problem With Investing in AI Right Now Wed, 12 Nov 2025
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1219 - How Chinese Real Estate Became the Biggest Bubble in History Mon, 10 Nov 2025
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1218 - The Viral Milk That Helped Set Off America's Protein Boom Sat, 08 Nov 2025
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1217 - Lots More on the Worsening State of the US Labor Market Fri, 07 Nov 2025
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1216 - Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet Thu, 06 Nov 2025
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1215 - San Francisco's New Mayor on Homelessness, Unaffordability, and AI Mon, 03 Nov 2025
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1214 - How Hudson River Trading Actually Uses AI Fri, 31 Oct 2025
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1213 - The Movement That Wants Us to Care About AI Model Welfare Thu, 30 Oct 2025
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1212 - Why It's Still So Expensive to Build Homes in America Mon, 27 Oct 2025
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1211 - The Hidden Supply Chain Making Every Menu Feel Familiar Sat, 25 Oct 2025
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1210 - Daniel Yergin on What Happened to the Energy Transition Fri, 24 Oct 2025
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1209 - Why The World Started Hedging Its US Dollar Exposure Thu, 23 Oct 2025
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1208 - Olli Rehn on the Big Competitiveness Challenge Facing Europe Wed, 22 Oct 2025
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1207 - Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability Mon, 20 Oct 2025
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1206 - Introducing: The Mishal Husain Show Sun, 19 Oct 2025
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1205 - A Trip to Alaska With San Fran Fed President Mary Daly Fri, 17 Oct 2025
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1204 - Why the Trump Administration is Now Taking Equity Stakes in American Companies Thu, 16 Oct 2025
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1203 - Why Argentina Needs Bailout After Bailout After Bailout Wed, 15 Oct 2025
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1202 - Andrew Ross Sorkin on the Stock Market Crash That Shattered America Mon, 13 Oct 2025
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1201 - John Ganz on the Era When America Was Consumed by Panic With Corporate Japan Fri, 10 Oct 2025
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1200 - Why the Price of Money Surged in the Last Six Years Thu, 09 Oct 2025
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1199 - James van Geelen on the Next Phase of the AI Buildout Mon, 06 Oct 2025
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1198 - Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money Fri, 03 Oct 2025
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1197 - Terry Duffy on the CME's Big Push into Retail Trading Thu, 02 Oct 2025
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1196 - Tarek Mansour on Kalshi's Plan to Create Markets in Everything Wed, 01 Oct 2025
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1195 - The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil Mon, 29 Sep 2025
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1194 - Introducing IVF Disrupted: The Kindbody Story Sun, 28 Sep 2025
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1193 - Jack Morris on Finding the Next Big AI Breakthrough Fri, 26 Sep 2025
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1192 - Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech Thu, 25 Sep 2025
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1191 - Jim Cramer on the Retail Trading Revolution Mon, 22 Sep 2025
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1190 - Michael Froman on the New 'Polyamorous' Global Trading System Sat, 20 Sep 2025
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1189 - Henry Wang on China's Role in the New Emerging World Order Fri, 19 Sep 2025
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1188 - Elon Musk's Pay Package and the Threat to the Delaware Corporation Thu, 18 Sep 2025