Getting Credit

A look at fixed-income opportunities, leveraging lessons of the yen carry trade, economic trends, market action, and Fed moves. 

A look at a barbell strategy for fixed income, the Fed’s next move, the markets, and economic trends.

Host cities have typically lost billions on the Games. How can the Olympics be saved? Guest: Professor Andrew Zimbalist, author of the book, "Circus Maximus: The Economic Gamble Behind Hosting the Olympics and the World Cup."

A look at trends in the equity and bond markets, developments in the economy, the Fed’s next move, the economics of the Olympics, and opportunities in fixed income. 

A look into the health of the economy, Fed policy, opportunities in fixed income, and the implications of the growing popularity of weight-loss drugs.

A look into recent developments in the equity and bond markets, the health of the economy, the Fed's battle against sticky inflation and opportunities in fixed income.

A look at how Generative AI is rapidly changing our world for better ... and for worse. Guest: Ben Parfitt, founder and CEO of the startup DiligentlyAI, giving companies insights into how applications powered by generative AI are performing and how they can be improved.

A look into recent market activity; the economy; the electric vehicle market; and opportunities in fixed income. 

A look into the equity and fixed-income markets; what economic data is telling us about the Fed’s next decision; how generative AI is rapidly changing our world; and opportunities in fixed income. 

A look into recent market action, why the economy remains strong, the Fed’s latest rhetoric, how the shipping crisis will affect the global economy, and opportunities in fixed income. 

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the bull and bear case for the markets this year, how the economy is shaping up, upcoming Fed moves, the 2024 elections, and opportunities in fixed income. Plus, a lightning round of questions and a personal reflection.

Insights into the recent rally in bonds, holiday shopping trends, the Federal Reserve’s next move, and opportunities in fixed income. 

A look at recent market performance, accelerated economic growth, the Federal Reserve’s thinking, and opportunities in fixed income. 

Insights into recent market moves, the resilient economy, the Federal Reserve’s new forecast, and opportunities in fixed income.

A look at recent market performance, a slowly cooling economy, Federal Reserve expectations, and opportunities in fixed income.  Host: Dominic Nolan, CEO of Aristotle Pacific Capital. 

A look at recent market action, the Fed’s chances of bringing the economy in for a soft landing, the best- and worst-case scenarios for the economy, and opportunities in fixed income. Plus, a lightning round and personal reflection.

A look at the Federal Reserve’s next move after pausing interest-rate hikes; the economy; consumer spending; and opportunities in fixed income. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.

A look at the Federal Reserve’s decision to pause rate hikes; the economy; consumer spending; and opportunities in fixed income. 

A look at recent market action; the Federal Reserve, interest-rate hikes and the economy; and opportunities in fixed income. Host: Dominic Nolan, CEO, Aristotle Pacific Capital.

A look at current banking crisis, a softening economy, the Fed, and opportunities in fixed income. 

A look at recent market, stubborn inflation, the resilient economy, an increasingly hawkish Fed, and opportunities in fixed income. 

Aristotle Pacific Capital Analyst Abre Kaizer discusses recent changes in the electric-power sector, including the energy needs and infrastructure for electric vehicles, the likelihood of going nuclear, and obstacles to 100% green energy. Guest host: Matt Murphy.

Michael Lonia, head of trading for Aristotle Pacific Capital, talks about a day in the life of a bond trader, how trading in the bond market differs from equities, the importance of relationships, the differences between the new-issue primary and secondary markets, the trade process, trends to look for in 2023, and how bond trading has changed over the past two decades. Guest host: Matthew Trimble...

Michael Long, senior analyst for Aristotle Pacific Capital, provides insights into why the gaming sector has been far from going bust.