FICC Focus
573 episodes — Page 8 of 12
Volatility Wrapped - Key Themes of 2023: All Options Considered
Dec 21, 20235 min
KKR’s Pietrzak on Private Credit Filling the Void: Credit Crunch
Dec 19, 20231h 10m
2023 in Rearview, How Banks See 2024: Masters of the Muniverse
Dec 15, 20231h 3m
Fed’s Dovish Surprise With BE’s Stuart Paul: Macro Matters
Dec 14, 202322 min
Carronade Capital’s Andy Taylor; Purdue at SCOTUS Takeaways: State of Distressed Debt
Dec 12, 20231h 41m
2024 Credit Outlook and Private Credit Focus: Credit Crunch
Dec 11, 202351 min
Navigating Dollar, Asia FX in Changing Economic World: FX Moment
Dec 7, 202317 min
Don’t Be Naive After a November to Remember in EM Debt: EM Lens
Dec 6, 202319 min
Arcmont’s Cavalier, Brooks on All-Weather Credit: Credit Crunch
Nov 30, 20231h 3m
Tax-Loss Harvesting Comes to Muniland: Masters of the Muniverse
Nov 28, 202345 min
Rate Markets Mispricing Early Interest Rate Cuts: Macro Matters
Nov 23, 202326 min
Brandywine Global's McClain on Risk, Value in High Yield: Credit Crunch
Nov 21, 202358 min
Fed More Macro-Relevant Than China, Russia & Israel: EM Lens
Nov 16, 202318 min
Rout and Rally: Investing In a 5% World: Credit Crunch
Nov 14, 20231h 1m
Revisiting Dollar Price Action as Bears Look to 2024: FX Moment
Nov 10, 202317 min
Electric Capital's Meyers on Crypto; Hertz Post-Petition Interest Row: State of Distressed Debt
Nov 7, 20231h 26m
UK Focus Shifts to 2024 Cut Pricing: All Options Considered
Nov 3, 202315 min
BI Rates’ November FOMC and Refunding Recap: Macro Matters
Nov 2, 202318 min
Oaktree's Panossian on Compelling Credit Options: Credit Crunch
Oct 31, 20231h 6m
TCW’s Whalen on Strategy for a ‘Not Soft Landing’: Credit Crunch
Oct 27, 202350 min
Taper With No Tantrum as Tighter Conditions Take Hold: EM Lens
Oct 25, 202324 min
Growing a Fledgling Fund Amid Muni Chaos: Masters of the Muniverse
Oct 19, 202344 min
Rise of Zero-Day Options With CBOE: All Options Considered
Oct 16, 202318 min
PGIM’s Robert Tipp on Global Bond Markets: Macro Matters
Oct 12, 202324 min
High Yield 4Q23 Investor Survey and Outlook: Credit Crunch
Oct 10, 202350 min
Damodaran on Valuation; Latest on Hawaiian Electric, Diamond Sports, and More: State of Distressed Debt
Oct 6, 20231h 34m
Can't Underestimate US Recession Risks, Dollar Effect: FX Moment
Oct 5, 202320 min
Man Numeric's Kamenski, Lam on Systematic Credit Evolution: Credit Crunch
Sep 28, 20231h 1m
Discussion on Call Overwriting, Rates, 0DTE: All Options Considered
Sep 26, 202315 min
BOE Hits Pause, But For How Long?: All Options Considered
Sep 25, 202314 min
Infrastructure Becomes Locked Market in Muniland: Masters of the Muniverse
Sep 22, 202352 min
Post-FOMC Rate Review With BNP Paribas’ Marshall: Macro Matters
Sep 21, 202323 min
Paul Hastings' Hansen on Crypto, Mass Tort, & 'Creditor-on-Creditor Violence'; Latest on Yellow, 3M, and Diamond Sports: State of Distressed
Sep 19, 20231h 53m
Questions From West Coast Investor Trip: Macro Matters
Sep 17, 202321 min
Isolating Idiosyncratic Risk Factors in EM Dollar-Pay Debt: EM Lens
Sep 15, 202323 min
Sustainability and ESG In Credit: Why Bother?: Credit Crunch
Sep 12, 202352 min
Bigger BRICS Renews Dollar Demise Talk, But In Vain: FX Moment
Sep 6, 202318 min
Active Management, Fixed Income Chaos: Masters of the Muniverse
Aug 30, 202351 min
Hildene's Jefferson, Mehra on Structured Strength: Credit Crunch
Aug 25, 202359 min
US Rate-Market Review With TD’s Gennadiy Goldberg: Macro Matters
Aug 24, 202320 min
Credit Correction: Is That Enough? - Credit Crunch
Aug 22, 202351 min
Euro Bullish Cyclical Narrative Holds But Only Just: FX Moment
Aug 14, 202315 min
Losada on Extracting Excess Returns in Latin America: EM Lens
Aug 11, 202328 min
BI’s Adelberg on Mortgage-Backed Securities: Macro Matters
Aug 10, 202318 min
Brubaker on ‘Non-distressed’ Debtors; Latest on J&J, Crypto, Cineworld: State of Distressed
Aug 7, 20231h 8m
BOE Steps Down Pace on Lack of Upside Surprises: All Options Considered
Aug 4, 202313 min
Riding Volatility as Turmoil Recedes: All Options Considered
Jul 31, 202316 min
Post-Federal Reserve Meeting Thoughts: Macro Matters
Jul 27, 202322 min
Castlelake Co-CEO on Asset-Based Private Lending: Credit Crunch
Jul 25, 202357 min
Green Shoots Are Sprouting in Emerging Market Debt: EM Lens
Jul 21, 202319 min