Podcast appearances and mentions of anne walsh

An impatient bond market has steepened the yield curve as the Warsh-led Federal Reserve seeks to establish credibility as an inflation fighter and clarity as a communicator. Meanwhile, the resilience of the US economy and corporate earnings is offsetting tail risks like geopolitics and possible change in consumer sentiment. Anne Walsh says there is a lot of opportunity in an environment like this, and she joins Macro Markets to discuss portfolio strategy, ETFs, and why 2026 will not be like 2022 for bonds.Related Content:Third Quarter 2026 Fixed-Income Sector ViewsSound credit fundamentals and elevated yields to weather tail risks to our outlookRead Fixed-Income Sector ViewsBeyond the Private Credit Headlines: Finding Opportunity in a Noisy MarketHead of Private Debt Origination Joe McCurdy and Portfolio Manager Rusty Parks join Macro Markets to discuss opportunities and emerging risks in the private debt sector.Listen Now Quarterly Macro Themes Our latest Macro Themes updates our economic outlook, examining drivers of growth and emerging risks in the second half of 2026.Read Quarterly Macro Themes Important Notices and DisclosuresInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. During periods of declining rates, the interest rates on floating rate securities generally reset downward and their value is unlikely to rise to the same extent as comparable fixed rate securities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Investors in asset-backed securities, including collateralized loan obligations (“CLOs”), generally receive payments that are part interest and part return of principal. These payments may vary based on the rate loans are repaid. Some asset-backed securities may have structures that make their reaction to interest rates and other factors difficult to predict, making their prices volatile and they are subject to liquidity and valuation risk. CLOs bear similar risks to investing in loans directly, such as credit, interest rate, counterparty, prepayment, liquidity, and valuation risks. Loans are often below investment grade, may be unrated, and typically offer a fixed or floating interest rate. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author, but not necessarily those of Guggenheim Partners or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. No part of this material may be reproduced or referred to in any form, without express written permission of Guggenheim Partners, LLC. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results.Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Wealth Solutions, LLC, Guggenheim Private Investments, LLC, Guggenheim Investments Loan Advisors, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.RO 5812246

You're capable, devoted, doing everything right on paper. And you still feel like you're failing, guilty when you work, restless with your kids, exhausted and not sure why.That's not a personal failing. It's a bind you were handed, and once you can see it, you can start to climb out of it.Dr. Anne Walsh, clinician, coach, and author of a new book on what she calls the ambition paradox, joins me to name the trap that keeps high-achieving women invisible in their own lives. Then she gets deeply practical, the closet clean-out for your identity, the breadcrumbs of joy, and the three patterns quietly running everything.If you've been telling yourself you should be grateful while wondering why you feel so empty, this conversation is the deep exhale you've needed.What You'll LearnThe ambition paradox: why women are allowed to be ambitious only if they're also endlessly available, regulated, and grateful, and what that bind costs youThe closet clean-out for your identity: a concrete exercise to sort which expectations are actually yours and which you can finally set downBreadcrumbs of joy: how to find what you actually want when that muscle has completely atrophiedThe three P's (perfectionism, people-pleasing, and pretending) Dr. Welsh's book Ambitious MotherConnect with Dr. Welsh on Instagram--

War, oil spikes, and a transition at the Federal Reserve contributed to a volatile first half of 2026, but the relative calm at the year's mid-point is an opportune time to examine some of the forces that could drive markets in the coming quarters. U.S. Economist Matt Bush and Market Strategist Maria Giraldo join Macro Markets to discuss the investment implications of our latest Quarterly Macro Themes, including the growth engine and inflationary impact of AI investment, expectations for rates and spreads, the wild card of energy prices, and more.Related Content:Second Quarter 2026 Quarterly Macro Themes Our latest Macro Themes updates our economic outlook, examining drivers of growth and emerging risks in the second half of 2026.Read 2Q26 Quarterly Macro Themes Macro Markets: The Complexity Premium in Structured Credit: The Opportunity Set TodayKarthik Narayanan joins Macro Market to discuss the appeal of structured credit, opportunity and risk in the current environment, and where we are investing today.Listen Now “Space X is the new proxy for risk appetite.”Anne Walsh, CIO, joins CNBC Power Lunch to discuss Federal Reserve policy, the emerging threat of an equity market bubble, and which asset classes may help balance portfolio exposure.Watch NowInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC. Securities offered through Guggenheim Funds Distributors, LLC.© 2026 Guggenheim Partners, LLC. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC.SP 5731325

The Dow Jones jumped to a new all-time high while the other major averages moved lower on Tuesday.  Kelly Evans and Brian Sullivan were joined by Guggenheim Partners' Anne Walsh for the full hour to break down the move in stocks, treasury yields, and energy prices. Key interviews during the hour included Snap CEO Evan Spiegel, JP Morgan's Doug Petno, and Callaway Golf CEO Chip Brewer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How can leaders navigate a world roiled by a host of uncertainties, from the impact of AI to jobs and economies, to an ever-warming world and increasing geopolitical conflicts? They can start by asking the right questions. In this special episode, with interviews recorded in Davos, leaders share what's top of mind for 2026. They give their thoughts on how leaders can navigate the unknown, their strategies to focus on what matters most and the key questions they're looking to answer at the start the year.   Featured in this episode: Kristalina Georgieva, Managing Director, International Monetary Fund, the question to help navigate uncertainty Anne Walsh, Chief Investment Officer, Guggenheim Investment Management; Managing Partner, Guggenheim Partners on separating the signal from the noise Sunny Mann, Global Chair, Baker McKenzie, on tapping experts and building for resilience Nicholas Thompson, CEO, The Atlantic, on if we'll see the democratization of AI Jeremy Allaire, Founder and CEO, Circle, on how autonomous work will take shape Nikki Clifton, UPS Foundation, focusing on the right challenge Jonathan Haidt, author The Anxious Generation, on investing on habits for flourishing Suleika Jaouad, author and artist, on valuing meaning over momentum Adam Grant, Wharton Organizational Psychologist, on following the right leaders Jon Batiste, Grammy-winning musician, on making the future we imagine a reality About this epsiode:  Transcript: https://www.weforum.org/podcasts/meet-the-leader/episodes/questions-davos-leaders-are-asking-2026 Related story: Davos 2026: 10 questions on leaders' minds https://www.weforum.org/stories/2026/02/davos-2026-10-questions-on-leaders-minds/ Related sessions: Davos 2026: Special address by Ursula von der Leyen, President of the European Commission: https://www.weforum.org/stories/2026/01/davos-2026-special-address-ursula-von-der-leyen/ Davos 2026: Special address by Mark Carney, Prime Minister of Canada https://www.weforum.org/stories/2026/01/davos-2026-special-address-by-mark-carney-prime-minister-of-canada/ Related epsiodes:  Meet The Leader: IMF's Kristalina Georgieva on what's next for AI, skills and the global economy https://tinyurl.com/4ptf5ewp Radio Davos: What just happened at Davos 2026 https://open.spotify.com/episode/3vB8W0ljH3VQeHAaf2sCuV

Patricia Zobel, Head of Macroeconomic Research and Market Strategy, joins Macro Markets to discuss our newly published report, “10 Macro Themes for 2026". From steady but slow growth and disinflation to AI-driven infrastructure investment and intensifying competition, these dynamics create a complex opportunity set favoring active management in fixed-income markets.Related Content:10 Macro Themes for 2026Guggenheim Investments' Macroeconomic Research and Market Strategy Team identifies 10 macroeconomic trends we believe are likely to shape monetary policy and investment performance this year.Read NowMacro Markets: The Investing Outlook for 2026 Anne Walsh joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private credit, and the impact of AI on markets and the economy. Listen NowWalsh: ‘Expect the Unexpected'Anne Walsh, CIO of Guggenheim Partners Investment Management, joined CNBC Power Lunch to discuss market conditions and strategies for portfolio protection in a period of policy uncertainty.Watch NowInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based...

Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private credit, and the impact of AI on markets and the economy. In this complex landscape, she makes the case for why she believes now is not a time for sitting on the sidelines.Related Content:The Risk Mitigation Advantage in Active Fixed-Income ManagementWhy active has the potential to outperform passive in fixed incomeRead Now2026 Outlook for Fixed-Income and EquitiesAnne Walsh, CIO of Guggenheim Partners Investment Management, joins CNBC to share her 2026 market outlook and insights on the December Federal Open Market Committee meeting.Watch NowMacro Markets Podcast Episode 77: Agency MBS: From Zero to Hero How Agency MBS shifted in the risk-reward equation and the opportunity going forward.Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.Guggenheim Investments...

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

Australian correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

It's is Monday, so we cross to Australia for our weekly chat with Kerry-Anne Walsh.

It's Friday, so we cross to Australia for our weekly chat with Kerry-Anne Walsh.

We crossed the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We crossed the Tasman to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.

We cross the ditch to Canberra to talk to our correspondent Kerry-Anne Walsh.