Odd Lots

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

January 22, 2026·46 min·4-min readconversationalbusiness
Podzilla Summary (4 min)
TLDR
A recent market sell-off in U.S. assets — marked by a decline in the S&P 500, rising bond yields, and a weakening dollar — has reignited debate over a potential 'Sell America' trade, driven by geopolitical tensions and shifts in global bond markets, particularly in Japan. PIMCO CEO Manny Ro

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Guest

M

Manny Roman

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Manny RomanMark CarneyRich ClaridaJamie DimonLiz Truss

Companies

PIMCOMorgan StanleyMetaOracle

Topics

Artificial IntelligenceEntrepreneurshipFinancial IndependenceFintechInvestingMacroeconomicsStartupsVenture Capital

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