All Episodes
PIMCO Accrued Interest — 41 episodes
What’s Pushing Long-Term Bond Yields Higher?
A World of Opportunity
Old-Fashioned Bond Math for a New-Fashioned Fed
Lotfi Karoui on Private Credit and the AI CapEx Supercycle
A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex
Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience
Commercial Real Estate Reset: Finding Value Across Debt and Equity
Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’
PIMCO Perspectives: When Geopolitics Becomes an Economic Input
The Four Pillars of Alpha in Asset-Based Finance
Municipal Bond Reset: Volatility, Selectivity and the Active Advantage
“Zooming Out” with Ted Seides of Capital Allocators
Practice Makes Perfect: Unlocking Tax Alpha in 2026
Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui
From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty
Expect the Unexpected with Pramol Dhawan
Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal
Dan Ivascyn: Beyond the Base Case in 2026
Charting the Year Ahead with Marc Seidner
Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets
Macro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron Dawson
From Gold to Gigawatts: Unpacking Today’s Commodity Markets
Tariffs, Technology, and Transition with Tiffany Wilding
The Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In
Bond ETFs: From Niche to Norm
Holding Steady Amid Whipsawing Markets with Marc Seidner and Pramol Dhawan
Bent, not Broken: Uncovering Value in Commercial Real Estate
Mid-Year Check-In with Group CIO Dan Ivascyn
Asset-Based Finance: New Frontiers in Private Credit
Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan
Municipal Bonds: Volatility Yields Opportunity
Market Update with Dan Ivascyn - PIMCO Group CIO
Tracking Tariffs with Libby Cantrill & Tiffany Wilding
Moving Cash from Defense to Offense with Jerome Schneider
Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan
Watching the Fed Watching Tariffs and Inflation
Investing in the Year Ahead: A Conversation with Dan Ivascyn
Practice Makes Perfect: Planning for 2025
Politics & Portfolios
Ahead of the Curve
Welcome to Accrued Interest