Guggenheim Macro Markets
Total duration:
20 h 18 min
Episode 67: Outlook and Strategy After the Tariff Gray Swan
Guggenheim Macro Markets
39:18
Episode 66: Asset-Backed Finance: The Evolution of a Portfolio Mainstay
Guggenheim Macro Markets
37:49
Episode 65: Macro and Micro Views on Credit Opportunities in a Shifting Economy
Guggenheim Macro Markets
35:25
Episode 64: The SMA Advantage—Institutional Strategies for Individual Investors
Guggenheim Macro Markets
28:25
Episode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown
Guggenheim Macro Markets
30:51
Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)
Guggenheim Macro Markets
25:02
Episode 61: Fixed-Income Investing in 2025—the CIO’s Playbook in a Time of Change
Guggenheim Macro Markets
31:51
Episode 60: Post-FOMC & Post-Election Analysis and Outlook
Guggenheim Macro Markets
23:58
Episode 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)
Guggenheim Macro Markets
37:36
Episode 58: What the Rates Market is Telling Us
Guggenheim Macro Markets
22:09
Episode 57: Post-FOMC Action Plan…and Other Macro Themes
Guggenheim Macro Markets
22:51
Episode 56: Bond Market Insights from a Fed Insider
Guggenheim Macro Markets
23:01
Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update
Guggenheim Macro Markets
22:08
Episode 54: Make Room for High Yield
Guggenheim Macro Markets
26:22
Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy
Guggenheim Macro Markets
25:55
Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)
Guggenheim Macro Markets
24:55
Episode 51: What's Holding Up Inflation…And Other Macro Themes
Guggenheim Macro Markets
25:51
Episode 50: Investing in Private Debt
Guggenheim Macro Markets
23:52
Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)
Guggenheim Macro Markets
36:14
Episode 48: Why We Like Structured Credit
Guggenheim Macro Markets
47:12
Episode 47: Investing as the Fed Prepares to Start Rate Cuts
Guggenheim Macro Markets
31:36
Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024
Guggenheim Macro Markets
27:22
Episode 45: Macro and Market Outlook for 2024
Guggenheim Macro Markets
34:09
Episode 44: Corporate Credit Review and Preview
Guggenheim Macro Markets
35:49
Episode 43: FOMC/Jobs Report Update
Guggenheim Macro Markets
27:06
Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty
Guggenheim Macro Markets
30:29
Episode 41: Quarterly Macro Themes for Q3 2023
Guggenheim Macro Markets
24:52
Episode 40: Real Estate and Its Possible Black Swan: The Office Sector
Guggenheim Macro Markets
31:00
Episode 39: Soft Landing Skepticism
Guggenheim Macro Markets
30:34
Episode 38: Value and Nuance in CMBS
Guggenheim Macro Markets
55:19
Episode 37: Introducing Quarterly Macro Themes
Guggenheim Macro Markets
30:51
Episode 36: “It’s a bond-picker's market.”
Guggenheim Macro Markets
32:08
Episode 35: A Deep Dive into Municipal Bonds
Guggenheim Macro Markets
30:29
Episode 34: Risk/Reward in High Yield/Bank Loans
Guggenheim Macro Markets
31:13
Episode 33: Fixed-Income Opportunity Now and Down the Road
Guggenheim Macro Markets
14:52
Episode 32: Investment Grade Market Dynamics
Guggenheim Macro Markets
29:03
Episode 31: Post-FOMC/SVB Analysis
Guggenheim Macro Markets
31:20
Episode 30: The Structured Credit Value Proposition Right Now
Guggenheim Macro Markets
37:12
Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios
Guggenheim Macro Markets
26:27
Episode 28: Fed Day, Jobs Day, and 10 Macro Themes
Guggenheim Macro Markets
36:14
