Guggenheim Macro Markets
By Guggenheim Investments
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Category: Business News
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Subscribers: 22
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Episodes: 86
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 |
|---|---|
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Episode 86: Portfolio Strategy as Oil Stays Elevated and ‘Regime Change’ Comes to the Fed
|
May 04, 2026 |
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Episode 85: Corporate Credit Standing Strong After a Volatile Q1
|
Apr 29, 2026 |
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Episode 84: The Real Assets Investment Proposition
|
Apr 15, 2026 |
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Episode 83: Geopolitical Risk Rears Its Head
|
Mar 30, 2026 |
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Episode 82: The Next Test for Equities?
|
Mar 16, 2026 |
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Episode 81: AI’s Macro and Market Impact: A Framework for Investors
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Feb 27, 2026 |
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Episode 80: Fixed-Income Outlook: Sunny with a Chance of Tail Risks
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Feb 13, 2026 |
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Episode 79: 10 Macro Themes Driving Markets in 2026
|
Jan 20, 2026 |
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Episode 78: The Investing Outlook for 2026
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Dec 19, 2025 |
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Episode 77: Agency MBS: From Zero to Hero
|
Nov 18, 2025 |
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Episode 76: Why and Where (and How) to Invest in Asset-Backed Finance
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Nov 04, 2025 |
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Episode 75: Can U.S. Equities Sustain Their Momentum?
|
Oct 15, 2025 |
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Episode 74: Fed Easing Resumes, Adding Tailwinds and Volatility to the Outlook
|
Sep 23, 2025 |
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Episode 73: Gamechanger: Post-FOMC & Jobs Data Analysis and Outlook
|
Aug 05, 2025 |
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Episode 72: Credit Cycle Check-In
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Jul 22, 2025 |
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Episode 71: Midyear Outlook—Taking and Avoiding Risk in a Volatile Market and Uncertain World
|
Jul 01, 2025 |
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Episode 70: The Real Opportunity in Real Assets
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Jun 18, 2025 |
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Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best
|
May 19, 2025 |
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Episode 68: Private Debt Update: Don’t Shy Away from Volatility
|
May 02, 2025 |
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Episode 67: Outlook and Strategy After the Tariff Gray Swan
|
Apr 15, 2025 |
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Episode 66: Asset-Backed Finance: The Evolution of a Portfolio Mainstay
|
Mar 27, 2025 |
|
Episode 65: Macro and Micro Views on Credit Opportunities in a Shifting Economy
|
Mar 10, 2025 |
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Episode 64: The SMA Advantage—Institutional Strategies for Individual Investors
|
Feb 24, 2025 |
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Episode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown
|
Feb 04, 2025 |
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Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)
|
Jan 23, 2025 |
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Episode 61: Fixed-Income Investing in 2025—the CIO’s Playbook in a Time of Change
|
Dec 23, 2024 |
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Episode 60: Post-FOMC & Post-Election Analysis and Outlook
|
Nov 13, 2024 |
|
Episode 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)
|
Oct 29, 2024 |
|
Episode 58: What the Rates Market is Telling Us
|
Oct 16, 2024 |
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Episode 57: Post-FOMC Action Plan…and Other Macro Themes
|
Sep 26, 2024 |
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Episode 56: Bond Market Insights from a Fed Insider
|
Aug 06, 2024 |
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Episode 55: Municipal Bonds for the Long Run…and a Bond-Friendly CPI Update
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Jul 15, 2024 |
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Episode 54: Make Room for High Yield
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Jun 14, 2024 |
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Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy
|
May 20, 2024 |
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Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)
|
May 06, 2024 |
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Episode 51: What's Holding Up Inflation…And Other Macro Themes
|
Apr 10, 2024 |
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Episode 50: Investing in Private Debt
|
Mar 25, 2024 |
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Episode 49: Evaluating Investment-Grade Corporates (and Listener Mail)
|
Mar 11, 2024 |
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Episode 48: Why We Like Structured Credit
|
Feb 20, 2024 |
|
Episode 47: Investing as the Fed Prepares to Start Rate Cuts
|
Feb 06, 2024 |
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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 |
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Episode 44: Corporate Credit Review and Preview
|
Nov 28, 2023 |
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Episode 43: FOMC/Jobs Report Update
|
Nov 06, 2023 |
|
Episode 42: The Active Fixed-Income Playbook for Elevated Uncertainty
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Oct 19, 2023 |
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Episode 41: Quarterly Macro Themes for Q3 2023
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Sep 21, 2023 |
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Episode 40: Real Estate and Its Possible Black Swan: The Office Sector
|
Sep 07, 2023 |
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Episode 39: Soft Landing Skepticism
|
Aug 04, 2023 |
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Episode 38: Value and Nuance in CMBS
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Jul 25, 2023 |
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Episode 37: Introducing Quarterly Macro Themes
|
Jun 20, 2023 |
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Episode 36: “It’s a bond-picker's market.”
|
Jun 08, 2023 |
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Episode 35: A Deep Dive into Municipal Bonds
|
May 25, 2023 |
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Episode 34: Risk/Reward in High Yield/Bank Loans
|
May 11, 2023 |
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Episode 33: Fixed-Income Opportunity Now and Down the Road
|
Apr 27, 2023 |
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Episode 32: Investment Grade Market Dynamics
|
Apr 14, 2023 |
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Episode 31: Post-FOMC/SVB Analysis
|
Mar 27, 2023 |
|
Episode 30: The Structured Credit Value Proposition Right Now
|
Mar 03, 2023 |
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Episode 29: Balancing Caution and Opportunity in Active Fixed-Income Portfolios
|
Feb 17, 2023 |
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Episode 28: Fed Day, Jobs Day, and 10 Macro Themes
|
Feb 07, 2023 |
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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 |
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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 |
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Episode 21: Measuring Sustainable Infrastructure
|
Sep 15, 2022 |
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Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update
|
Aug 18, 2022 |
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Episode 19: A Close Look at Hotel Real Estate/Macro Update
|
Aug 04, 2022 |
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Episode 18: Investment-Grade Corporates and the Macro Backdrop
|
Jul 21, 2022 |
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Episode 17: Fixed Income in Retirement Plans
|
Jul 06, 2022 |
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Episode 16: Fed Watch: A Deep Dive into 75
|
Jun 23, 2022 |
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Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate
|
Jun 09, 2022 |
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Episode 14: FOMC Minutes and Listener Mail
|
May 26, 2022 |
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Episode 13: The Fed, Credit Quality, and Bank Loans
|
May 12, 2022 |
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Episode 12: Muni Market Update
|
Apr 28, 2022 |
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Episode 11: The ABCs of ABS
|
Apr 14, 2022 |
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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 |
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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 |
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Episode 2: November 17, 2021
|
Nov 17, 2021 |
|
Episode 1: November 4, 2021
|
Nov 05, 2021 |