Odd Lots

Dan Ivascyn Is Excited About a New Era in Fixed Income

December 8, 2025·57 min·7-min readinterviewbusiness
Podzilla Summary (7 min)
TLDR
The current macroeconomic environment, marked by elevated inflation, uncertain fiscal trajectories, and a transformed credit landscape, demands a reassessment of traditional portfolio construction. Despite a decade of underperformance, bonds now offer attractive valuations and improving c

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Guest

D

Dan Ivascyn

interview on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Dan IvascynJamie DimonKevin Hassett

Companies

PIMCOBloomberg

Topics

Business NewsEconomicsFederal ReserveGeopoliticsInflationInvesting

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