Podcast Episodes
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Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience
Fresh off publishing PIMCO’s Secular Outlook, “Rupture and Resilience,” Group CIO Dan Ivascyn joins Greg Hall to discuss the structural forces likely…
1 day, 5 hours ago
Commercial Real Estate Reset: Finding Value Across Debt and Equity
Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whethe…
1 week, 2 days ago
Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’
In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the econom…
3 weeks, 5 days ago
PIMCO Perspectives: When Geopolitics Becomes an Economic Input
When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexib…
1 month ago
The Four Pillars of Alpha in Asset-Based Finance
Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be …
1 month, 2 weeks ago
Municipal Bond Reset: Volatility, Selectivity and the Active Advantage
PIMCO’s Head of Municipal Bonds Dave Hammer wants taxable investors to pay attention to muni market opportunities in today’s market. With rates at a…
1 month, 3 weeks ago
“Zooming Out” with Ted Seides of Capital Allocators
Ted Seides — the founder and voice of Capital Allocators — joined Greg Hall on Accrued Interest to “zoom out” from the headlines and talk about large…
2 months ago
Practice Makes Perfect: Unlocking Tax Alpha in 2026
In the midst of ongoing geopolitical uncertainty, we take a moment to turn our minds to a topic that affects us all and waits for nobody: taxes. To p…
2 months, 2 weeks ago
Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui
Lately, private credit has attracted its share of grim headlines, but as Lotfi Karoui — PIMCO Managing Director, Multi Asset Credit Strategist and Co…
3 months ago
From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty
What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader mar…
3 months, 1 week ago