Markets & outlook · Podcast

Financing In The AI Boom: Masters in Business with Bob Michele

For wealth professionals, the episode offers a long-tenured fixed income manager's account of how bond markets are analyzed and how active fixed income differs from equity investing. It also includes a recession discussion as described by the publisher.

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On the publisher’s site

Summary

By the markets & outlook desk

In this Masters in Business episode, Barry Ritholtz speaks with Bob Michele, CIO and head of global fixed income, currency and commodities at JPMorgan, about his career path and fixed income markets. The conversation covers his classical languages and natural sciences background at Penn, how he moved into banking, and his view that fixed income is more science than art compared with equities. The description also says they discuss whether the US is heading toward a recession.

Bob Michele is CIO and head of global fixed income, currency and commodities at JPMorgan, according to the description.
He studied classical languages and natural sciences at the University of Pennsylvania and was initially pre-med before entering banking.
He describes fixed income as more of a science than equities, citing valuation, maturity and cash-flow modeling.
The description says the episode covers whether the US is heading toward a recession.

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