The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US Interest-Rate Strategy team to discuss the state of the economy, how BNY assess ... Show More
Mar 11
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it’s been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligenc ... Show More
35m 7s
Mar 7
State of Distressed Debt: Moelis’ Murray on Private Credit Workouts
“The goal is to set the company up for longer-term success,” explained Rachel Murray, managing director at Moelis & Co. “If we’re solving quarter-to-quarter, you’re probably not investing in the business as you should; there’s distractions for management, it’s putting more pressu ... Show More
1h 3m
Mar 6
Masters of the Muniverse: MMA Founder Doe on Prediction Markets
Prediction markets may revolutionize the municipal bond industry by improving credit transparency, trading efficiencies, hedging strategies and portfolio management. On the inaugural episode of the Masters of the Muniverse podcast, MMA founder Tom Doe and Bloomberg Intelligence’s ... Show More
51m 33s
Aug 2024
Talking Heads – How to lock attractive interest rates for fixed periods
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a ... Show More
5m 23s
Oct 2025
CLOs Are Tough to Blow Up, Crescent Says
Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ... Show More
44m 33s
Apr 2025
The Psychology of Trump, of You, and of Markets
<p>Today's Post - <a href="https://bahnsen.co/42qYsnP">https://bahnsen.co/42qYsnP</a></p>
<p>Navigating Severe Market Volatility: Insights from Dividend Cafe</p>
<p>In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four ... Show More
19m 8s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Jul 2025
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s
<p>Get the inside scoop on the latest moves in financial markets with our deep dive into recent headlines. </p><p><br></p><ul><li>Make sense of what the US central bank said this week, how markets reacted and what might come next.</li></ul><p><br></p><ul><li>Apple shares jum ... Show More
