Macro Markets Podcast Episode 24: Yields...
Investment Strategist Maria Giraldo takes us through the different fixed-income market sectors to evaluate risk and return prospects. Economist Jerry Cai provides an update on the latest macro data. Also, we answer listener mail.
Macro Markets Episode 23: A CIO’s View of...
Steve Brown, Chief Investment Officer for Total Return and Macro Strategies for Guggenheim Investments, gives a CIO’s unique perspective on managing portfolios and market dynamics in a complex macro environment. He discusses credit performance, relative value in corporate and structured credit, duration strategy, risk management, and more. Paul Dozier, a Director in the Macroeconomic and...
Macro Markets Podcast Episode 22: Investors...
Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.
Macro Markets Podcast Episode 21: Measuring...
Jim Pass, head of project finance for Guggenheim Investments, and Kate Newman from the World Wildlife Fund talk about the most recent research collaboration between Guggenheim and WWF, a survey of infrastructure investors and developers.
Macro Markets Podcast Episode 20: For the...
U.S. Economist Matt Bush discusses the fast-moving economic data, and Managing Director Aditya Agrawal reports on developments in the Agency MBS sector.
Macro Markets Podcast Episode 18: Investment...
Managing Director Justin Takata discusses the technical and fundamental drivers of value in investment grade corporates, and U.S. Economist Matt Bush addresses recession timing and the possible progression of policy.
Macro Markets Podcast Episode 17: Fixed...
Portfolio Manager Adam Bloch discusses market conditions and fixed income in retirement accounts.
Macro Markets Podcast Episode 16: Fed Watch...
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
Macro Markets Podcast Episode 15: Mid-Term...
Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets
Macro Markets Podcast Episode 13: The Fed,...
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
Macro Markets Podcast Episode 12: Muni...
Allen Li, Managing Director and Head of Guggenheim’s Municipal Bond Sector Team, discusses technical and fundamental drivers of the taxable and tax-exempt municipal market, and why it might be a good time to buy. Also, with the Fed poised to ramp up policy tightening and ongoing supply disruptions from lockdowns in China and the war in Ukraine, Paul Dozier, a Director in the Macroeconomic and...
Macro Markets Podcast Episode 11: The ABCs...
Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments...
Macro Markets Podcast Episode 10: The Case...
Steve Brown, Assistant Chief Investment Officer for Guggenheim Investments, discusses first quarter market volatility, portfolio management decision making, and the case for bonds now. Also featuring Aditya Agrawal, Head of the Agency MBS Sector Team, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group.
Macro Markets Podcast Episode 9: The Fed,...
Brian Smedley, Chief Economist for Guggenheim Investments and Head of our Macroeconomic and Investment Research Group, joins Jay Diamond, Head of Thought Leadership, to discuss the economic and market impact of the FOMC decision, war in Ukraine, and much more.
Reading the Fed as Liftoff Begins
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV as the Fed starts the next rate hiking cycle.
2022 Outlook After a Shocking Start for...
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC as we face war, inflation, and a new COVID outbreak in China.
Macro Markets Podcast: Episode #8
Anne Walsh, Guggenheim Investments CIO for Fixed Income, discusses risk, opportunity, and the benefits of active portfolio management. Also featuring Jenny Marler, head of Guggenheim Real Estate, with an update on the retail sector, and Paul Dozier, a director in the Macroeconomic and Investment Research Group, does a deep dive on developments in Ukraine and recent economic data releases.
Macro Markets Podcast: Episode #7
An update on the investment grade corporate bond market in the wake of the latest CPI inflation data and the expected removal of monetary policy accommodation. Featuring Justin Takata, Managing Director and Head of Investment Grade Corporate Credit Sector Team, and Paul Dozier, Director in the Macroeconomic and Research Group.