Getting Credit
86 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 21 ratings"Getting Credit," an Aristotle Funds podcast, provides insights on financial markets, corporate credit and timely topics. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
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Episodes
67: Market Insights in 10 Minutes (March)
March 11, 2024 20:00 - 11 minutes - 7.64 MBA 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.
66: Market Insights in 10 Minutes (February)
February 21, 2024 16:00 - 10 minutes - 7.2 MBA 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.
65: Market Insights in 10 Minutes (January)
January 08, 2024 21:00 - 11 minutes - 7.86 MBDominic 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.
64: Market Insights in 10 Minutes (December)
December 11, 2023 23:00 - 9 minutes - 6.67 MBInsights into the recent rally in bonds, holiday shopping trends, the Federal Reserve’s next move, and opportunities in fixed income.
63: Market Insights in 10 Minutes (November)
November 06, 2023 16:00 - 10 minutes - 7.31 MBA look at recent market performance, accelerated economic growth, the Federal Reserve’s thinking, and opportunities in fixed income.
62: Market Insights in 10 Minutes (October)
October 06, 2023 18:00 - 10 minutes - 7.53 MBInsights into recent market moves, the resilient economy, the Federal Reserve’s new forecast, and opportunities in fixed income.
61: Market Insights in 10 Minutes (September)
September 12, 2023 19:00 - 11 minutes - 7.67 MBA 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.
61: Market Insights in 10 Minutes
September 12, 2023 19:00 - 11 minutes - 7.67 MBA 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.
60: Market Insights in 10 Minutes (August)
August 07, 2023 19:00 - 11 minutes - 7.64 MBA 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.
59: Market Insights in 10 Minutes (July)
July 10, 2023 22:00 - 11 minutes - 8 MBA 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.
58: Market Insights in 10 Minutes (June)
June 23, 2023 22:00 - 7 minutes - 5.19 MBA look at the Federal Reserve’s decision to pause rate hikes; the economy; consumer spending; and opportunities in fixed income.
57: Market Insights in 10 Minutes (May)
May 11, 2023 22:00 - 9 minutes - 6.53 MBA 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.
56: Market Insights in 10 Minutes (April)
April 17, 2023 12:00 - 10 minutes - 7.42 MBA look at current banking crisis, a softening economy, the Fed, and opportunities in fixed income.
55: Market Insights in 10 Minutes (March)
April 17, 2023 11:00 - 9 minutes - 6.64 MBA look at recent market, stubborn inflation, the resilient economy, an increasingly hawkish Fed, and opportunities in fixed income.
54: Analyze This — Power Shifts in Electric Generation
April 17, 2023 10:00 - 19 minutes - 13.2 MBAristotle 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.
53: Analyze This — The Life of a Bond Trader
April 17, 2023 08:00 - 18 minutes - 12.5 MBMichael Lonia, head of trading for Aristotle Pacific Capital, 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.
52: Analyze This — The Gaming Sector
April 17, 2023 07:00 - 10 minutes - 7.14 MBMichael Long, senior analyst for Aristotle Pacific Capital, provides insights into why the gaming sector has been far from going bust.
54: Analyze This — Power Shifts in Electric-Power Generation
March 09, 2023 18:00 - 19 minutes - 13.5 MBPacific Asset Management Analyst Abre Kaizer discusses recent changes in the electric-power sector, including the energy needs and infrastructure for electric vehicles, the renewed promise of nuclear power, and obstacles to going 100% green. Guest host: Matt Murphy.
53: Market Insights in 10 Minutes (February)
February 15, 2023 17:00 - 13 minutes - 9.53 MBA 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.
52: Analyze This — The Life of a Bond Trader
January 12, 2023 21:00 - 18 minutes - 12.7 MBMichael 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.
51: Market Insights in 10 Minutes (January)
January 10, 2023 17:00 - 11 minutes - 8.03 MBA look at recent market action, expectations for 2023, Fed signals, consumer spending, and opportunities in fixed income.
50: Market Insights in 10 Minutes (December)
December 16, 2022 20:00 - 10 minutes - 7.46 MBDominic 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.
49: Analyze This — The Gaming Sector
December 13, 2022 15:00 - 10 minutes - 7.29 MBMichael Long, senior analyst for Pacific Asset Management, provides insights into why the gaming sector has been far from going bust.
48: Market Insights in 10 Minutes (November)
November 08, 2022 00:00 - 11 minutes - 7.76 MBDominic 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.
47: Analyze This — The Cooling Housing Sector
October 20, 2022 19:00 - 15 minutes - 10.7 MBPacific 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.
Market Insights in 10 Minutes (October)
October 13, 2022 16:00 - 13 minutes - 8.99 MBDominic 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.
46: Market Insights in 10 Minutes (October)
October 13, 2022 16:00 - 13 minutes - 8.99 MBDominic 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.
45: Analyze This — How a Port in a Storm Affects Retail
September 20, 2022 16:00 - 11 minutes - 8.14 MBPacific 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.
45: Analyze This: How a Port in a Storm Affects Retail
September 20, 2022 16:00 - 11 minutes - 8.14 MBPacific 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.
44: Analyze This — The Volatile Energy Sector
September 16, 2022 16:00 - 11 minutes - 8.24 MBPacific 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.
44: Analyze This: The Volatile Energy Sector
September 16, 2022 16:00 - 11 minutes - 8.24 MBPacific 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.
43: Market Insights in 10 Minutes (September)
September 12, 2022 21:00 - 11 minutes - 7.97 MBInsights on the market's recent shaky performance, hawkish central banks in a slowing economy, and opportunities in fixed income.
42: Market Insights in 10 Minutes (August)
August 08, 2022 20:00 - 9 minutes - 6.8 MBDominic 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.
41: Market Insights in 10 Minutes (July)
July 15, 2022 18:00 - 13 minutes - 9.17 MBDominic 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.
40: Market Insights in 10 Minutes (June)
June 27, 2022 17:00 - 14 minutes - 10.1 MBDominic Nolan, CEO of Pacific Asset Management, gives his insights on recent market action, expectations of the Federal Reserve, inflation, and opportunities in fixed income.
39: Market Insights in 10 Minutes (May)
May 11, 2022 16:00 - 12 minutes - 8.3 MBDominic 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.
38: Market Insights in 10 Minutes (April)
April 14, 2022 20:00 - 12 minutes - 8.49 MBDominic 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.
37: Market Insights for March
March 15, 2022 14:00 - 18 minutes - 12.7 MBDominic Nolan, CEO of Pacific Asset Management, talks with Rebecca Smith of Pacific Funds about today's markets, current events and opportunities in fixed income.
36: How 2022 Started, How It's Going
February 14, 2022 18:00 - 46 minutes - 31.7 MBA look at current market concerns, market drivers to watch and the economic outlook for the rest of 2022. Guests: Brian Robertson, a founding member and managing director at Pacific Asset Management, and Max Gokhman, chief investment officer at AlphaTrAI.
35: Market Insights in 10 Minutes (February)
February 09, 2022 17:00 - 14 minutes - 9.76 MBDominic Nolan, CEO of Pacific Asset Management, gives his insights on market expectations of the Federal Reserve, consumer behavior and opportunities in fixed income.
34: Market Insights in 10 Minutes (January)
January 18, 2022 16:00 - 14 minutes - 10.3 MBDominic Nolan, CEO of Pacific Asset Management, gives his insights on the markets in 2021, the Fed’s evolving policies, inflation expectations, and opportunities in fixed income.
33: The Best of "Getting Credit" 2021
December 27, 2021 00:00 - 51 minutes - 35.4 MBThis year, we’ve produced 23 episodes of the award-winning “Getting Credit” podcast, and, over the past 12 months, we’ve been very fortunate enough to interview some of the leading experts in fields that ranged from cryptocurrency and the pandemic to housing and China. In this episode, we’ve boiled down the best of our 2021 interviews into one wide-ranging discussion covering the hottest topics this year had to offer.
32: Ivy Zelman and the Housing Market (Part 2)
December 16, 2021 23:00 - 43 minutes - 29.6 MBIvy Zelman, one of Wall Street’s legendary analysts, discusses the potential clouds she sees looming on the horizon for the housing market.
31: Market Insights in 10 Minutes (December)
December 10, 2021 17:00 - 11 minutes - 8.04 MBCommentary on November market action, the Fed’s evolving stance on the economy, opportunities in fixed income, and, of course, inflation.
30: Ivy Zelman on the Housing Market (Part 1)
November 30, 2021 23:00 - 37 minutes - 25.9 MBOne of Wall Street’s legendary analysts talks about potential clouds looming on the horizon for the housing market, how she’s made contrarian (and correct) calls over the past 20 years, and her new memoir, “Gimme Shelter: Hard Calls + Soft Skills from a Wall Street Trailblazer."
29: Market Insights in 10 Minutes (November)
November 17, 2021 00:00 - 12 minutes - 8.37 MBLarge supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?
28: Made in China
October 22, 2021 20:00 - 45 minutes - 31.6 MBAn in-depth discussion with Scott Kennedy, one of the nation’s leading experts on the Chinese economy and its wide-ranging impacts on industries and other countries. Mr. Kennedy is senior adviser and trustee chair in Chinese Business & Economics at the Center for Strategic & International Studies.
27: Market Insights plus 'Spendflation' in 10 Minutes
October 14, 2021 15:00 - 11 minutes - 7.67 MBInsights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."
26: When the Chips Are Down
October 07, 2021 22:00 - 33 minutes - 23.1 MBThe broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology.
25: Market Insights in 10 Minutes (September)
September 20, 2021 17:00 - 14 minutes - 9.87 MBWill the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.