55: Market Insights in 10 Minutes (March)

A 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

53: Market Insights in 10 Minutes (February)

A quick 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

Michael Lonia, head of trading for Pacific Asset Management, talks about a day in the life of a 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.

51: Market Insights in 10 Minutes (January)

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

50: Market Insights in 10 Minutes (December)

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

49: Analyze This — The Gaming Sector

Michael 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)

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.

47: Analyze This — The Cooling Housing Sector

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.

46: Market Insights in 10 Minutes (October)

Dominic Nolan, CEO of Pacific Asset Management, gives his insights on the volatile 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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.”

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?

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.

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."

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.

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.

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.

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.

21: Market Insights in 10 Minutes (July)

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

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.

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

18: Market Insights in 10 Minutes (May)

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

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.

16: Market Insights in 10 Minutes (April)

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

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.

14: Out of Hibernation

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

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.

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.

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.

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.

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.

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.

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.

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.

5: The Underestimated Monster (Part 2)

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

4: The Underestimated Monster (Part 1)

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

3: Watt's up Tesla?

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

2: Keeping it Real

Insights on pandemic-impacted real estate and underwriting credit.

1: Giving Credit its Due

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