Getting Credit

Aristotle Pacific analyst Abre Kaizar discusses impacts of alternative energy, climate change, aging infrastructure, EVs and AI on the power grid. Guest host: Alex Warren. 

Aristotle Pacific CEO Dominic Nolan looks at lessons learned from the retiring Warren Buffett, plus opportunities in fixed income, recent market action, the economy, and Fed. 

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the art of the tariff deal, recent market volatility, the economy, the Fed, and opportunities in fixed income.

Ivor Schucking, head of credit for Aristotle Pacific Capital, explains why he believes regulators have finally won the decades-long battle to de-risk the global banking system. 

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at recent market action, Fed expectations, the economy, tariffs, and opportunities in fixed income.

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the early days of the new Trump administration and the economic impacts, recent market action, Fed futures, and opportunities in fixed income.

Dominic Nolan, CEO of Aristotle Pacific Capital, looks at the potential economic impacts of the new Trump administration, the state of the markets and economy, Fed expectations and opportunities in fixed income.

Dominic Nolan, CEO of Aristotle Pacific Capital, reviews the accuracy of 2024 market and economic predictions, previews 2025 forecasts, looks at what's next for the Fed, and explores opportunities in fixed income.

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at recent market performance, the economy's resiliency, Fed expectations, holiday and retail spending, and opportunities in fixed income.

Dominic Nolan, CEO of Aristotle Pacific Capital, provides insights into initial post-election impacts on markets, the underrated U.S. economy, the Fed and interest rates, and fixed-income opportunities.

An in-depth analysis of the 2024 presidential and congressional elections. Guest: Seaver Sowers, vice president and head of Global Government Relations at Pacific Life Insurance Company.

Dominic Nolan, CEO of Aristotle Pacific Capital, provides insights into the upcoming U.S. presidential election and its impact on the markets, opportunities in fixed income, developments in the economy, and the Fed's next moves.

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, economic trends, and the electric grid's impact on the economy.

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 into 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. 

Insights on 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 and 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. 

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.

Pacific Asset Management 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.

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

A look at the recent rebound in asset prices, current Fed expectations, impacts of the work-from-home trend, the debt ceiling, and opportunities in fixed income. 

Michael Lonia, head of trading for Pacific Asset Management, 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.

A look at recent market action, expectations for 2023, Fed signals, consumer spending, and opportunities in fixed income. 

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets in the fourth quarter, a potential Fed pivot, takeaways from 2022, thoughts on 2023, opportunities in fixed income, and a priceless holiday gift.

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

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on recent market action, the Fed's latest signaling, U.S. economic health and opportunities in fixed income.

Pacific Asset Management Analyst Tommy Zhang provides insights into the once red-hot housing sector, including how rapidly rising mortgage rates have been affecting—among other things—affordability, homebuilder strategies and institutional investors. Guest host: Peter Farmer, client portfolio manager.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on a rough September in the markets, the Fed's trade off between inflation and a recession, and opportunities in fixed income. 

Pacific Asset Management Senior Analyst Ron Rangel provides insights into his tour of the Port of Long Beach (second largest port in the U.S.), supply-chain weaknesses, and the state of the retail sector. Guest host: Matt Trimble, senior client portfolio manager.

Pacific Asset Management Senior Analyst John Brueggemann provides insights into the battered global energy sector. Guest host: Matthew Murphy, senior client portfolio manager. Originally published July 15, 2022.

Insights on the market's recent shaky performance, hawkish central banks in a slowing economy, and opportunities in fixed income.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets' July rebound, the Fed's ongoing attempt at a soft landing for the economy, and opportunities in fixed income. As always, we finished up with a speed round of questions and a personal reflection.

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets' poor performance so far this year, the Fed's quest to tame inflation, recession fears, and opportunities in fixed income. 

Insights on recent market action, expectations of the Federal Reserve, inflation, and the fixed-income markets. 

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on Fed Chair Jerome Powell's latest comments on inflation, interest rates and quantitative tightening; market performance; consumer spending trends; and opportunities in fixed income.

Dominic Nolan, CEO of Pacific Asset Management, discusses the Fed's moves to combat inflation, inverted yield curves, consumer behavior, market performance and opportunities in fixed income.