Guggenheim Macro Markets
By Guggenheim Investments
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Category: Business News
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Subscribers: 16
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Episodes: 51
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.
| Episode | Date |
|---|---|
|
Episode 51: What's Holding Up Inflation…And Other Macro Themes
|
Apr 10, 2024 |
|
Episode 50: Investing in Private Debt
|
Mar 25, 2024 |
|
Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)
|
Mar 11, 2024 |
|
Episode 48: Why We Like Structured Credit
|
Feb 20, 2024 |
|
Episode 47: Investing as the Fed Prepares to Start Rate Cuts
|
Feb 06, 2024 |
|
Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024
|
Jan 23, 2024 |
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Episode 45: Macro and Market Outlook for 2024
|
Jan 08, 2024 |
|
Episode 44: Corporate Credit Review and Preview
|
Nov 28, 2023 |
|
Episode 43: FOMC/Jobs Report Update
|
Nov 06, 2023 |
|
Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty
|
Oct 19, 2023 |
|
Episode 41: Quarterly Macro Themes for Q3 2023
|
Sep 21, 2023 |
|
Episode 40: Real Estate and Its Possible Black Swan: The Office Sector
|
Sep 07, 2023 |
|
Episode 39: Soft Landing Skepticism
|
Aug 04, 2023 |
|
Episode 38: Value and Nuance in CMBS
|
Jul 25, 2023 |
|
Episode 37: Introducing Quarterly Macro Themes
|
Jun 20, 2023 |
|
Episode 36: “It’s a bond-picker's market.”
|
Jun 08, 2023 |
|
Episode 35: A Deep Dive into Municipal Bonds
|
May 25, 2023 |
|
Episode 34: Risk/Reward in High Yield/Bank Loans
|
May 11, 2023 |
|
Episode 33: Fixed-Income Opportunity Now and Down the Road
|
Apr 27, 2023 |
|
Episode 32: Investment Grade Market Dynamics
|
Apr 14, 2023 |
|
Episode 31: Post-FOMC/SVB Analysis
|
Mar 27, 2023 |
|
Episode 30: The Structured Credit Value Proposition Right Now
|
Mar 03, 2023 |
|
Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios
|
Feb 17, 2023 |
|
Episode 28: Fed Day, Jobs Day, and 10 Macro Themes
|
Feb 07, 2023 |
|
Episode 27: Minerd on the Fed and Investing Heading into 2023
|
Dec 15, 2022 |
|
Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity
|
Dec 08, 2022 |
|
Episode 25: Fixed-Income Pain Giving Way to Opportunity
|
Nov 16, 2022 |
|
Episode 24: Yields & Spreads: Are We Getting Paid for Taking Risk in Today’s Market?
|
Oct 27, 2022 |
|
Episode 23: A CIO’s View of the Bond Market
|
Oct 13, 2022 |
|
Episode 22: Investors’ Guide to the Fed’s Hard Landing
|
Sep 28, 2022 |
|
Episode 21: Measuring Sustainable Infrastructure
|
Sep 15, 2022 |
|
Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update
|
Aug 18, 2022 |
|
Episode 19: A Close Look at Hotel Real Estate/Macro Update
|
Aug 04, 2022 |
|
Episode 18: Investment-Grade Corporates and the Macro Backdrop
|
Jul 21, 2022 |
|
Episode 17: Fixed Income in Retirement Plans
|
Jul 06, 2022 |
|
Episode 16: Fed Watch: A Deep Dive into 75
|
Jun 23, 2022 |
|
Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate
|
Jun 09, 2022 |
|
Episode 14: FOMC Minutes and Listener Mail
|
May 26, 2022 |
|
Episode 13: The Fed, Credit Quality, and Bank Loans
|
May 12, 2022 |
|
Episode 12: Muni Market Update
|
Apr 28, 2022 |
|
Episode 11: The ABCs of ABS
|
Apr 14, 2022 |
|
Episode 10: The Case for Bonds Now
|
Mar 31, 2022 |
|
Episode 9: The Fed, Ukraine, and More
|
Mar 18, 2022 |
|
Episode 8: March 2, 2022
|
Mar 02, 2022 |
|
Episode 7: February 16, 2022
|
Feb 16, 2022 |
|
Episode 6: February 3, 2022
|
Feb 03, 2022 |
|
Episode 5: January 19, 2022
|
Jan 19, 2022 |
|
Episode 4: December 15, 2021
|
Dec 15, 2021 |
|
Episode 3: December 2, 2021
|
Dec 02, 2021 |
|
Episode 2: November 17, 2021
|
Nov 17, 2021 |
|
Episode 1: November 4, 2021
|
Nov 05, 2021 |