HeyJaredPIMCO Pod
Welcome to PIMCO Pod, where you can listen to readings of PIMCO’s key thought leadership – from our latest economic outlook to the best ideas from our global investment team.
- Indexed episodes, last 90 days
- 24
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
The Credit Market Lens: One AI Trade for Now, Many Trades Later (opens the original)
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In this episode, we discuss how For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout? The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The info
Welcome Back, Balanced Portfolio (opens the original)
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In this episode, we discuss how With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial s
How a K-Shaped Economy Affects Opportunities in Asset Based Finance (opens the original)
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In this episode, we discuss how With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial s
If Inflation Is the Problem, Why Aren't Wages? (opens the original)
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In this episode, we discuss why the Fed may consider tightening policy even though labor costs don’t appear to be driving inflation. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be,
The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs (opens the original)
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In this episode, we discuss how Most U.S. investment grade and high yield borrowers appear positioned to withstand refinancing costs, but CCC rated issuers face greater pressure as elevated yields meet weaker balance sheets. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein
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