Getting Credit

A look at recent market, stubborn inflation, the resilient economy, an increasingly hawkish Fed, and opportunities in fixed income. 

Aristotle Pacific Capital Analyst Abre Kaizer discusses recent changes in the electric-power sector, including the energy needs and infrastructure for electric vehicles, the likelihood of going nuclear, and obstacles to 100% green energy. Guest host: Matt Murphy.

Michael Lonia, head of trading for Aristotle Pacific Capital, talks about a day in the life of a bond trader, how trading in the bond market differs from equities, the importance of relationships, the differences between the new-issue primary and secondary markets, the trade process, trends to look for in 2023, and how bond trading has changed over the past two decades. Guest host: Matthew Trimble.

Michael Long, senior analyst for Aristotle Pacific Capital, provides insights into why the gaming sector has been far from going bust. 

Pacific Asset Management Analyst Abre Kaizer discusses recent changes in the electric-power sector, including the energy needs and infrastructure for electric vehicles, the likelihood of going nuclear, and obstacles to 100% green energy. Guest host: Matt Murphy.

A look at the recent rebound in asset prices, current Fed expectations, impacts of the work-from-home trend, the debt ceiling, and opportunities in fixed income. 

A look at recent market action, expectations for 2023, Fed signals, consumer spending, and opportunities in fixed income. 

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets in the fourth quarter, a potential Fed pivot, takeaways from 2022, thoughts on 2023, opportunities in fixed income, and a priceless holiday gift.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on recent market action, the Fed's latest signaling, U.S. economic health and opportunities in fixed income.

Pacific Asset Management Analyst Tommy Zhang provides insights into the once red-hot housing sector, including how rapidly rising mortgage rates have been affecting—among other things—affordability, homebuilder strategies and institutional investors. Guest host: Peter Farmer, client portfolio manager.