Pacific Funds | 11: Rebounding in '21?

Hosted by

Dominic Nolan, CFA

CEO of Pacific Asset Management

About

"Getting Credit^TM," an award-winning Pacific Funds podcast, provides insights on financial markets, corporate credit and timely topics. Host: Dominic Nolan, CEO of Pacific Asset Management. (Pacific Select Distributors, LLC, member FINRA & SIPC).

More Episodes

September 20, 2022

45: Analyze This: How a Port in a Storm Affects Retail

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.

September 16, 2022

44: Analyze This: The Volatile Energy Sector

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.

September 12, 2022

43: Market Insights in 10 Minutes (September)

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the market’s reaction to the Fed’s hawkish moves, expectations of Fed interest-rate hikes and quantitative tightening, and opportunities in fixed income.

August 8, 2022

42: Market Insights in 10 Minutes (August)

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.

July 15, 2022

41: Market Insights in 10 Minutes (July)

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.

June 27, 2022

40: Market Insights in 10 Minutes (June)

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on recent market action, expectations of the Federal Reserve, inflation, and opportunities in fixed income.

May 11, 2022

39: Market Insights in 10 Minutes (May)

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.

April 14, 2022

38: Market Insights in 10 Minutes (April)

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.

March 15, 2022

37: Market Insights in 10 Minutes (March)

Dominic Nolan, CEO of Pacific Asset Management, talks with Rebecca Smith of Pacific Funds about today’s markets, current events, and opportunities in fixed income.

February 14, 2022

36: How 2022 Started, How It's going

A 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.

February 9, 2022

35: Market Insights in 10 Minutes (February)

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on market expectations of the Federal Reserve, consumer behavior and opportunities in fixed income.

January 18, 2022

34: Market Insights in 10 Minutes (January)

Insights on the markets in 2021, the Fed’s evolving policies, inflation expectations, and opportunities in fixed income.

December 23, 2021

33: The Best of "Getting Credit" 2021

This 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.

December 17, 2021

32: Ivy Zelman on the Housing Market (Part 2)

Ivy Zelman, one of Wall Street’s legendary analysts, discusses the potential clouds she sees looming on the horizon for the housing market.

December 10, 2021

31: Market Insights in 10 Minutes (December)

Commentary on November market action, the Fed’s evolving stance on the economy, opportunities in fixed income, and, of course, inflation.

December 8, 2021

30: Ivy Zelman on the Housing Market (Part 1)

One 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.”

November 17, 2021

29: Market Insights in 10 Minutes (November)

Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?

October 22, 2021

28: Made in China

An 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.

October 13, 2021

27: Market Insights plus 'Spendflation' in 10 Minutes (October)

Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."

October 7, 2021

26: When the Chips Are Down

The 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.

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.

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.