Podcast Episodes
Back to SearchThe Long and Short of Trump 2.0
Episode 42
Dave Vick hosts Michael Reilly, Bryan Whalen, and Penny Foley for a roundtable discussion on the global financial impacts of the 2024 U.S. elections …
1 year, 10 months ago
A Market Overshoot?
Episode 41
China's stimulus package and the unexpectedly strong U.S. payrolls report have ignited swift and dramatic market reactions. But do these headlines tr…
1 year, 10 months ago
Climate and Consequences: Takeaways from NYC Climate Week
Episode 40
Does rising debt mean countries will struggle to fund climate action? Sonja Gibbs, Head of Sustainable Finance at the Institute of International Fina…
1 year, 11 months ago
The Real AI ROI: Fact or Fiction?
Episode 38
Artificial Intelligence (AI) is transforming industries, but where’s the return on investment? TCW’s Michael Reilly, Bo Fifer, and Evan Feagans dive …
1 year, 11 months ago
Quick Take: A Fed Divided
Episode 39
The Federal Reserve’s 50-basis point rate cut was one of the central bank’s most hotly debated moves in years, with market participants searching for…
1 year, 11 months ago
Ease on Down the Road
Episode 37
The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyon…
1 year, 11 months ago
Signals from The Checkout Lane
Episode 36
With cautious shoppers hunting for bargains and avoiding big-ticket purchases, major retailers are witnessing a slowdown. Join TCW's Focus on Fixed I…
2 years ago
Recession Roulette
Episode 35
The telltale signs of the U.S. sliding into a recession have ripped through global markets, with bond yields vacillating amid a broad repricing of fr…
2 years, 1 month ago
European Political Shifts: Navigating Market Turbulence?
Episode 34
As the left-wing secures an unexpected win in France and the Labour Party reclaims Downing Street in the UK, host Anisha Goodly sits down with TCW Gl…
2 years, 1 month ago
Treasury Yields Strike Back
Episode 33
The bond market's early optimism for rate cuts during the first half of the year has given way to volatile trading and climbing yields. Host Patrick …
2 years, 2 months ago