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    Guggenheim Macro Markets

    Guggenheim Macro Markets

    Guggenheim Macro Markets

    ratings:
    Length:
    54 episodes
    Language:
    English
    Format:
    Podcast

    Description

    Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
    Language:
    English
    Format:
    Podcast

    Episodes1 - 10 of 54 episodes

    Title

    Episode 54: Make Room for High Yield

    Sporting historically attractive yields and relatively healthy credit fundamentals, hig...

    26 minutes
    		Jun 14, 2024

    Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

    It’s been 10 months since the Fed’s last rate hike, and Evan Serdensky, Portfolio Manag...

    25 minutes
    		May 20, 2024

    Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)

    Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcas...

    24 minutes
    		May 06, 2024

    Episode 51: What's Holding Up Inflation…And Other Macro Themes

    Matt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strate...

    25 minutes
    		Apr 10, 2024

    Episode 50: Investing in Private Debt

    Private debt is one of the fastest growing sectors in the capital markets, and perhaps ...

    23 minutes
    		Mar 25, 2024

    Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)

    Justin Takata, Head of our Investment-Grade Sector Team, and Maria Giraldo, Investment ...

    36 minutes
    		Mar 11, 2024

    Episode 48: Why We Like Structured Credit

    Karthik Narayanan, Head of Structured Credit for Guggenheim Investments, and Danny Gibb...

    47 minutes
    		Feb 20, 2024

    Episode 47: Investing as the Fed Prepares to Start Rate Cuts

    Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Eco...

    31 minutes
    		Feb 06, 2024

    Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024

    Matt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strate...

    27 minutes
    		Jan 23, 2024

    Episode 45: Macro and Market Outlook for 2024

    Anne Walsh, CIO for Guggenheim Partners Investment Management, joins Macro Markets to d...

    34 minutes
    		Jan 08, 2024