Getting Credit: Recent Episodes
Pacific Funds
"Getting Credit" offers insights on financial markets, corporate credit and timely topics from Pacific Funds. Host: Dominic Nolan, CEO of Pacific Asset Management. (Pacific Select Distributors, LLC, member FINRA & SIPC)
Unpack the Fed’s upcoming decisions, explore the latest market trends, and uncover opportunities in fixed income, plus the rapid evolution of the telecommunications industry.
A look at the AI arms race, recent market action, the state of the economy, Fed expectations, and opportunities in fixed income. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
A look into the groundbreaking GENIUS Act recently passed by Congress and what it may mean to businesses and the economy, the Fed’s next moves, recent market action, and opportunities in fixed income. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
How have economic forecasters done so far in 2025? Plus, opportunities in fixed income, Fed expectations, tariff talk and market action. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
Aristotle Pacific analyst Abre Kaizar discusses impacts of alternative energy, climate change, aging infrastructure, EVs and AI on the power grid. Guest host: Alex Warren.
Aristotle Pacific CEO Dominic Nolan looks at lessons learned from the retiring Warren Buffett, plus opportunities in fixed income, recent market action, the economy, and Fed.
Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the art of the tariff deal, recent market volatility, the economy, the Fed, and opportunities in fixed income.
Ivor Schucking, head of credit for Aristotle Pacific Capital, explains why he believes regulators have finally won the decades-long battle to de-risk the global banking system.
Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at recent market action, Fed expectations, the economy, tariffs, and opportunities in fixed income.
Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the early days of the new Trump administration and the economic impacts, recent market action, Fed futures, and opportunities in fixed income.
Dominic Nolan, CEO of Aristotle Pacific Capital, looks at the potential economic impacts of the new Trump administration, the state of the markets and economy, Fed expectations and opportunities in fixed income.
Dominic Nolan, CEO of Aristotle Pacific Capital, reviews the accuracy of 2024 market and economic predictions, previews 2025 forecasts, looks at what's next for the Fed, and explores opportunities in fixed income.
Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at recent market performance, the economy's resiliency, Fed expectations, holiday and retail spending, and opportunities in fixed income.
Dominic Nolan, CEO of Aristotle Pacific Capital, provides insights into initial post-election impacts on markets, the underrated U.S. economy, the Fed and interest rates, and fixed-income opportunities.
An in-depth analysis of the 2024 presidential and congressional elections. Guest: Seaver Sowers, vice president and head of Global Government Relations at Pacific Life Insurance Company.
Dominic Nolan, CEO of Aristotle Pacific Capital, provides insights into the upcoming U.S. presidential election and its impact on the markets, opportunities in fixed income, developments in the economy, and the Fed’s next moves.
A look at fixed-income opportunities, leveraging lessons of the yen carry trade, economic trends, market action, and Fed moves.
A look at a barbell strategy for fixed income, the Fed’s next move, the markets, economic trends, and the electric grid’s impact on the economy.
Host cities have typically lost billions on the Games. How can the Olympics be saved? Guest: Professor Andrew Zimbalist, author of the book, "Circus Maximus: The Economic Gamble Behind Hosting the Olympics and the World Cup."
A look into trends in the equity and bond markets, developments in the economy, the Fed’s next move, the economics of the Olympics, and opportunities in fixed income.
Insights on the health of the economy, Fed policy, opportunities in fixed income, and the implications of the growing popularity of weight-loss drugs.
A look into recent developments in the equity and bond markets, the health of the economy, the Fed's battle against sticky inflation and opportunities and fixed income.
A look at how Generative AI is rapidly changing our world for better ... and for worse. Guest: Ben Parfitt, founder and CEO of the startup DiligentlyAI, giving companies insights into how applications powered by generative AI are performing and how they can be improved.
A look into recent market activity; the economy; the electric vehicle market; and opportunities in fixed income.
A 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.
A 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.
Dominic 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.
Insights into the recent rally in bonds, holiday shopping trends, the Federal Reserve’s next move, and opportunities in fixed income.
A look at recent market performance, accelerated economic growth, the Federal Reserve’s thinking, and opportunities in fixed income.
Insights into recent market moves, the resilient economy, the Federal Reserve’s new forecast, and opportunities in fixed income.
A 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.
A 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.
A 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.
A look at the Federal Reserve’s decision to pause rate hikes; the economy; consumer spending; and opportunities in fixed income.
A 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.
A look at current banking crisis, a softening economy, the Fed, and opportunities in fixed income.
Aristotle 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.
A look at recent market, stubborn inflation, the resilient economy, increasingly hawkish Fed, and opportunities in fixed income.
Pacific 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.
A 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.
Michael 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.
A look at recent market action, expectations for 2023, Fed signals, consumer spending, and opportunities in fixed income.
Dominic 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.
Michael Long, senior analyst for Pacific Asset Management, provides insights into why the gaming sector has been far from going bust.
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.
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.
Dominic 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.
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.
Pacific Asset Management Senior Analyst John Brueggemann provides insights into the battered global energy sector. Host: Matthew Murphy, senior client portfolio manager. Originally published July 15, 2022.
Insights on shaky market performance, hawkish central banks in a slowing economy, and opportunities in fixed income.
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. As always, we finished up with a speed round of questions and a personal reflection.
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.
Insights on recent market action, expectations of the Federal Reserve, inflation, and the fixed-income markets.
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.
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.
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.
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.
Dominic Nolan, CEO of Pacific Asset Management, gives his insights on market expectations of the Federal Reserve, consumer behavior and opportunities in fixed income.
Dominic 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.
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.
Ivy Zelman, one of Wall Street’s legendary analysts, discusses the potential clouds she sees looming on the horizon for the housing market.
Commentary on November market action, the Fed’s evolving stance on the economy, opportunities in fixed income, and, of course, inflation.
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: Hard Calls + Soft Skills from a Wall Street Trailblazer."
Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?
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.
Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."
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.
Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.
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.
Market action in July, expectations for Fed tapering, and the effect of the delta variant on the economy.
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. Host: Dominic Nolan, CEO of Pacific Asset Management.
2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?
A review of the market’s performance in May, the specter of rising inflation, the firmness of the Fed’s stance and more.
A look at the seismic changes in the oil industry over the past two decades and what the future may hold
A review of market action in April and insights into Congress’ two spending packages, the Fed and inflation, the economy and credit.
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.
A review of the market action in March and insights into the Fed’s stance, the economy and credit.
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.
Strong economic tailwinds continued in February, potentially setting the stage for higher inflation and interest rates.
Cryptocurrency expert Chuck Thompson discusses the power of decentralized apps and decentralized finance; regulation, taxation, and his future view of cryptocurrency. Host: Dominic Nolan, senior managing director of Pacific Asset Management.
Cryptocurrency expert Chuck Thompson discusses his pioneering Bitcoin journey, the unintended (and potentially game-changing) uses of cryptocurrency and how Blockchain works. Host: Dominic Nolan.
Dominic Nolan shares his thoughts on the economic impacts from the Georgia Senate elections, new stimulus package, and risks to the economic recovery.
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.
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.
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.
Dissecting the 2020 election: Surprises, trends, and what’s next. Guests: Lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.
Detailing the seismic shifts in the retail sector and what the future may hold. Guest: Ron Rangel, retail analyst for Pacific Asset Management.
A deep dive into Tesla, plus the art of credit research. Guest: Bob Boyd, managing director, head of Credit Research and a portfolio manager at Pacific Asset Management.
Insights on pandemic-impacted real estate and underwriting credit. Guest: JP Leasure, senior managing director of Pacific Asset Management.
Today’s pandemic-impacted markets highlight, like never before, the importance of credit.