Getting Credit

A look at current market concerns, market drivers to watch and the economic outlook for the rest of 2022. Guests:  Brian Robertson, a founding member and managing director at Pacific Asset Management, and Max Gokhman, chief investment officer at AlphaTrAI.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on market expectations of the Federal Reserve, consumer behavior and opportunities in fixed income.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets in 2021, the Fed’s evolving policies, inflation expectations, and opportunities in fixed income.

This year, we’ve produced 23 episodes of the award-winning “Getting Credit” podcast, and, over the past 12 months, we’ve been very fortunate enough to interview some of the leading experts in fields that ranged from cryptocurrency and the pandemic to housing and China. In this episode, we’ve boiled down the best of our 2021 interviews into one wide-ranging discussion covering the hottest topics this year had to offer. 

Ivy Zelman, one of Wall Street’s legendary analysts, discusses the potential clouds she sees looming on the horizon for the housing market.

Commentary on November market action, the Fed’s evolving stance on the economy, opportunities in fixed income, and, of course, inflation. 

One of Wall Street’s legendary analysts talks about potential clouds looming on the horizon for the housing market, how she’s made contrarian (and correct) calls over the past 20 years, and her new memoir, “Gimme Shelter: Hard Calls + Soft Skills from a Wall Street Trailblazer."

Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy? 

An in-depth discussion with Scott Kennedy, one of the nation’s leading experts on the Chinese economy and its wide-ranging impacts on industries and other countries. Mr. Kennedy is senior adviser and trustee chair in Chinese Business & Economics at the Center for Strategic & International Studies. 

Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."