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.
Macro Markets Podcast: Episode #6
Floating rate assets and credit should perform well as monetary policy changes course. Featuring Matt Bush, U.S. economist and a managing director in our Macroeconomic and Investment Research Group; Adam Bloch, portfolio manager and one of the leaders of our Total Return team; and Karthik Narayanan, managing director and head of Guggenheim’s Structured Credit Team.
Macro Markets Podcast: Episode #5
Topics include an economic update with a focus on inflation data, a report on the yield curve and rates, and a discussion of sustainable infrastructure. Featuring Tad Nygren, managing director and head of Guggenheim’s Rates Sector Team; Jerry Cai, a vice president in the Macroeconomic and Investment Research Group; and Jim Pass, a senior managing director and head of project finance in...
Macro Markets Podcast: Episode #4
Discussion of the economic and market backdrop to today’s Fed decision, and themes for next year. Featuring Assistant Chief Investment Officer Steve Brown and Chief Economist Brian Smedley.
Fed Day: Staying the Course…for Now
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the FOMC announcement and how the Covid-19 delta variant could impact markets.
COVID Delta Variant Poses Risks for Investors
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to discuss the economic and market threat posed by the spread of the COVID Delta variant. Read Global CIO Outlook: Things Couldn’t Be Better
Midyear 2021 Outlook
Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
Crypto Could Be a Canary in the Coal Mine...
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, visits Bloomberg TV to discuss cryptocurrency, stocks, bonds, and the path of Fed policy.
"It Couldn’t Get Any Better"
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to discuss why a booming economy can only trend downward from here.
Second Quarter 2021 Macroeconomic and Credit...
Portfolio Manager Steve Brown and Chief Economist and Head of Macroeconomic and Investment Research Brian Smedley provide an update to Guggenheim’s second quarter outlook and provide insight into what to expect in Q3 and beyond.