Talk Your Book: Investing in Public and Private Credit

Today's Talk Your Book is sponsored by PIMCO:

See here to learn more information on PIMCO, PYLD, and PFLEX

On today’s show, we discuss:

  • PIMCO's house view on fixed income markets

  • How to think about the 60/40 portfolio

  • Navigating tight credit spreads in corporates

  • The impact of private credit on declining default rates and returns

  • Active management in PYLD

  • How mortgage rates could come down

  • Debt's role in funding the continued growth of hyperscalers

  • Understanding CLOs and their use case

  • Investing in both public and private credit through PFLEX

Animal Spirits:

Charts:

Contact us at [email protected] with any feedback, recommendations, or questions.

Follow us on Facebook, Instagram, and YouTube.

Check out our t-shirts, coffee mugs, and other swag here.

Subscribe here: