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Episode 93: Municipal Bond Yields Are the Highest in a Generation
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Episode 92: Growth and Markets While the Fed Is in Play: Macro Themes and Market Drivers
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Episode 91: Commercial Real Estate: An Uneven but Genuine Recovery
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Episode 90: Fixed-Income Strategy While the Market Tests the Fed
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Episode 89: Beyond the Private Credit Headlines: Finding Opportunity in a Noisy Market
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Episode 88: Halftime Analysis for Investors: Macro Themes and Market Drivers for 2H2026 and Beyond:
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Episode 87: The Complexity Premium in Structured Credit: The Opportunity Set Today (Part 2)
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Episode 87: The Complexity Premium in Structured Credit: Fundamentals and Absolute/Relative Value (Part 1)
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Episode 86: Portfolio Strategy as Oil Stays Elevated and ‘Regime Change’ Comes to the Fed
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Episode 85: Corporate Credit Standing Strong After a Volatile Q1
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Episode 84: The Real Assets Investment Proposition
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Episode 83: Geopolitical Risk Rears Its Head
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Episode 82: The Next Test for Equities?
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Episode 81: AI’s Macro and Market Impact: A Framework for Investors
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Episode 80: Fixed-Income Outlook: Sunny with a Chance of Tail Risks
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Episode 79: 10 Macro Themes Driving Markets in 2026
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Episode 78: The Investing Outlook for 2026
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Episode 77: Agency MBS: From Zero to Hero
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Episode 76: Why and Where (and How) to Invest in Asset-Backed Finance
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Episode 75: Can U.S. Equities Sustain Their Momentum?
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Episode 74: Fed Easing Resumes, Adding Tailwinds and Volatility to the Outlook
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Episode 73: Gamechanger: Post-FOMC & Jobs Data Analysis and Outlook
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Episode 72: Credit Cycle Check-In
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Episode 71: Midyear Outlook—Taking and Avoiding Risk in a Volatile Market and Uncertain World
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Episode 70: The Real Opportunity in Real Assets
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Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best
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Episode 68: Private Debt Update: Don’t Shy Away from Volatility
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Episode 67: Outlook and Strategy After the Tariff Gray Swan
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Episode 66: Asset-Backed Finance: The Evolution of a Portfolio Mainstay
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Episode 65: Macro and Micro Views on Credit Opportunities in a Shifting Economy
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Episode 64: The SMA Advantage—Institutional Strategies for Individual Investors
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Episode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown
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Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)
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Episode 61: Fixed-Income Investing in 2025—the CIO’s Playbook in a Time of Change
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Episode 60: Post-FOMC & Post-Election Analysis and Outlook
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Episode 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)
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Episode 58: What the Rates Market is Telling Us
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Episode 57: Post-FOMC Action Plan…and Other Macro Themes
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Episode 56: Bond Market Insights from a Fed Insider
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Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update
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Episode 54: Make Room for High Yield
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Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy
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Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)
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Episode 51: What's Holding Up Inflation…And Other Macro Themes
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Episode 50: Investing in Private Debt
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Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)
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Episode 48: Why We Like Structured Credit
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Episode 47: Investing as the Fed Prepares to Start Rate Cuts
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Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024
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Episode 45: Macro and Market Outlook for 2024
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Episode 44: Corporate Credit Review and Preview
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Episode 43: FOMC/Jobs Report Update
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Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty
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Episode 41: Quarterly Macro Themes for Q3 2023
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Episode 40: Real Estate and Its Possible Black Swan: The Office Sector
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Episode 39: Soft Landing Skepticism
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Episode 38: Value and Nuance in CMBS
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Episode 37: Introducing Quarterly Macro Themes
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Episode 36: “It’s a bond-picker's market.”
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Episode 35: A Deep Dive into Municipal Bonds
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Episode 34: Risk/Reward in High Yield/Bank Loans
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Episode 33: Fixed-Income Opportunity Now and Down the Road
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Episode 32: Investment Grade Market Dynamics
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Episode 31: Post-FOMC/SVB Analysis
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Episode 30: The Structured Credit Value Proposition Right Now
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Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios
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Episode 28: Fed Day, Jobs Day, and 10 Macro Themes
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Episode 27: Minerd on the Fed and Investing Heading into 2023
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Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity
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Episode 25: Fixed-Income Pain Giving Way to Opportunity
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Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?
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Episode 23: A CIO’s View of the Bond Market
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Episode 22: Investors’ Guide to the Fed’s Hard Landing
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Episode 21: Measuring Sustainable Infrastructure
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Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update
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Episode 19: A Close Look at Hotel Real Estate/Macro Update
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Episode 18: Investment-Grade Corporates and the Macro Backdrop
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Episode 17: Fixed Income in Retirement Plans
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Episode 16: Fed Watch: A Deep Dive into 75
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Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate
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Episode 14: FOMC Minutes and Listener Mail
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Episode 13: The Fed, Credit Quality, and Bank Loans
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Episode 12: Muni Market Update
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Episode 11: The ABCs of ABS
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Episode 10: The Case for Bonds Now
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Episode 9: The Fed, Ukraine, and More
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Episode 8: March 2, 2022
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Episode 7: February 16, 2022
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Episode 6: February 3, 2022
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Episode 5: January 19, 2022
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Episode 4: December 15, 2021
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Episode 3: December 2, 2021
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Episode 2: November 17, 2021
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Episode 1: November 4, 2021
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