Pacific Funds | Podcasts

Insights on financial markets, corporate credit and timely topics from Pacific Funds. Host: Dominic Nolan, Chief Executive Officer of Pacific Asset Management. (Pacific Select Distributors, LLC, member FINRA & SIPC).

September 20, 2021

25: Market Insights in 10 Minutes (September)

Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.

September 9, 2021

24: A Delta Force

An in-depth discussion with Evercore ISI analyst Umer Raffat on the Delta variant, other looming variants, vaccine updates, and current expectations for dealing with the pandemic. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.

August 16, 2021

23: Market Insights in 10 Minutes (August)

Market action in July, expectations for Fed tapering, and the effect of the delta variant on the economy.

July 28, 2021

22: The Caesars Palace Coup

Co-author Sujeet Indap discusses his new book, “The Caesars Palace Coup,” which details the epic 2015 billionaire bankruptcy brawl over Caesars Entertainment that pitted legendary private-equity firms against some of the world’s most famous hedge-fund shops.

July 14, 2021

21: Market Insights in 10 Minutes (July)

2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?

June 28, 2021

20: Market Insights in 10 Minutes (June)

A review of the market’s performance, the specter of rising inflation, the firmness of the Fed’s stance and more.

June 15, 2021

19: Shifts in Energy

A look at the seismic changes in the oil industry over the past two decades and what the future may hold

May 18, 2021

18: Market Insights in 10 Minutes (May)

A review of the market action and insights into the Fed’s stance, the economy and credit.

April 22, 2021

17: First 100 Days

A look at policies and politics in Washington as the Biden administration reaches the 100-day mark. Guests: Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.

April 15, 2021

16: Market Insights in 10 Minutes (April)

A review of the market action and insights into the Fed’s stance, the economy and credit.

March 16, 2021

15: Shot in the Arm (Part 2)

Vaccine expert Dr. Joshua Schimmer discusses vaccination progress, the differences in vaccines, the dangers of COVID-19 variants, why the coming flu season may be one of the worst and more.

March 10, 2021

14: Out of Hibernation

Strong economic tailwinds continued in February, potentially setting the stage for higher inflation and interest rates.

February 8, 2021

13: Breaking Down Bitcoin, Blockchain and Crypto (Part 2)

Cryptocurrency expert Chuck Thompson discusses the power of decentralized apps and decentralized finance; regulation, taxation, and his future view of cryptocurrency.

January 26, 2021

12: Breaking Down Bitcoin, Blockchain and Crypto (Part 1)

Cryptocurrency expert Chuck Thompson discusses his pioneering Bitcoin journey, the unintended (and potentially game-changing) uses of cryptocurrency and how Blockchain works.

January 20, 2021

11: Rebounding in '21?

Dominic Nolan shares his thoughts on the economic impacts from the Georgia Senate elections, new stimulus package, and risks to the economic recovery.

December 17, 2020

10: Farewell 2020, Hello 2021!

A look at what may lie ahead in 2021 for the economy, Federal Reserve, and markets. Guests: Brian Robertson, portfolio manager at Pacific Asset Management, and Max Gokhman, head of Asset Allocation at Pacific Life Fund Advisors.

December 1, 2020

9: A Shot (or Two) in the Arm

An in-depth discussion with Evercore ISI analyst Umer Raffat on the coming COVID-19 vaccines, including trials, safety, distribution, and a possible timetable for normalcy. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.

November 17, 2020

8: The Votes Are In (Part 2)

Continuing the discussion with lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life. Their thoughts on what to expect from a Biden administration, the post-Trump GOP, and political centrists vs. the right and left wing.

November 11, 2020

7: The Votes Are In (Part 1)

Dissecting the 2020 election: Surprises, trends, and what’s next. Guests: Lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.

October 26, 2020

6: Retail Therapy

Detailing the seismic shifts in the retail sector and what the future may hold. Guest: Ron Rangel, retail analyst for Pacific Asset Management.

October 2, 2020

5: The Underestimated Monster (Part 2)

Ways to combat the deflationary beast … but what happens if it wins?

September 18, 2020

4: The Underestimated Monster (Part 1)

The U.S. continues to fight a foe that has defeated Japan and is winning in Europe.

September 9, 2020

3: Watt's up Tesla?

A deep dive into Tesla, plus the art of credit research.

August 28, 2020

2: Keeping it Real

Insights on pandemic-impacted real estate and underwriting credit.

August 12, 2020

1: Giving Credit its Due

Today’s pandemic-impacted markets highlight, like never before, the importance of credit.

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