
A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, issuance implications, and the landscape for broader fixed income investing, recorded at the PIMCO studios in Newport Beach, California. Featured are Mike Cudzil, Managing Director and Generalist Portfolio Manager at PIMCO, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

UBS On-Air: Paul Donovan Daily Audio 'Managing expectations'

Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat

UBS On-Air: Paul Donovan Daily Audio 'Revisions, resilience, and affordability'

Signal over Noise: The 1999 analogue through the fixed income lens
Free AI-powered recaps of UBS On-Air: Market Moves and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.