Getting Credit

The broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology. 

Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income. 

An in-depth discussion with Evercore ISI analyst Umer Raffat on the Delta variant, other looming variants, vaccine updates, and current expectations for dealing with the pandemic. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.  

Market action in July, expectations for Fed tapering, and the effect of the delta variant on the economy.

Co-author Sujeet Indap discusses his new book, “The Caesars Palace Coup,” which details the epic 2015 billionaire bankruptcy brawl over Caesars Entertainment that pitted legendary private-equity firms against some of the world’s most famous hedge-fund shops. Host: Dominic Nolan, CEO of Pacific Asset Management. 

2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?

A review of the market’s performance in May, the specter of rising inflation, the firmness of the Fed’s stance and more.

A look at the seismic changes in the oil industry over the past two decades and what the future may hold 

A review of market action in April and insights into Congress’ two spending packages, the Fed and inflation, the economy and credit. 

A look at policies and politics in Washington as the Biden administration reaches the 100-day mark. Guests: Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.