Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
85 videos and podcasts · new this week: 28
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
For wealth professionals, the episode focuses on understanding how much AI exposure clients may already own through index-based portfolios and where concentration risks may sit. It also discusses portfolio construction questions around fundamentals, diversified sources of return and intentional versus unintended risk-taking.
Retirement income planning is a core advisory task, and this episode focuses on income sources other than bonds alongside withdrawal and spending decisions. Advisors working on retiree portfolios may want to hear how the guests frame those trade-offs.
It is a practitioner-level discussion of how rates, inflation and credit selection are being framed inside a large fixed income manager, including where the speaker sees investors being paid for risk. Useful for advisors weighing duration, securitized exposure and private credit in client portfolios.
For wealth professionals, it offers context on the fixed-income market's role in the financial system and a financial journalist's view of how market crises shaped coverage. The material is framed around financial history and journalism rather than portfolio recommendations.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
For wealth professionals evaluating senior loans or private credit exposure, the episode sets out one manager's framing of income potential and credit-cycle risks. It also highlights underwriting discipline and diversification as considerations in the asset class.
For distressed and municipal bond investors, the discussion draws lessons from Puerto Rico’s creditor battles and the Promesa framework that may extend beyond that restructuring. It offers a first-hand account of how legal structure, politics and unforeseen events shaped a large municipal workout.
For wealth professionals working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
The episode packages several of the market narratives advisors are currently fielding from clients — breadth, retail participation, AI enthusiasm and sentiment — into one conversation. It also touches on how well-known investors are framing the AI trade, which is a common client question.
For wealth professionals, it frames questions about concentration in tech and AI, the cost of rising electricity demand, and the role of high-quality bonds when yields are above 5%, without presenting a single outlook.
The episode offers a macro strategist's framing of bubble conditions, Fed liquidity, bond timing, Treasury supply and emerging market views. For wealth professionals, it provides a discussion of positioning and hedging questions around current market narratives.
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.
For wealth professionals, the episode offers a framework for thinking about correction risk and leadership without requiring a recession call. It also highlights the signals Paulsen monitors across rates, tech spending and retail as he assesses the market outlook.
It links the rates and inflation backdrop to the financing side of the AI buildout, a place where corporate credit exposure can reach client portfolios. Whalen's framing of data-center financing structures and whether lenders are being paid for the risk is a useful diligence prompt for anyone holding or evaluating that debt.
For wealth professionals who use or evaluate fixed-income allocations, the episode offers a manager's framing of how flexibility and tradeoffs are discussed in a multi-sector context.
It offers a grounded discussion of where AI is already being used in advisory work, such as allocation drift and rebalancing analysis, alongside questions about market concentration and data center financing. The bond discussion gives wealth professionals another frame for client conversations about income and reach for yield.
It is a short manager discussion of duration positioning at a moment of elevated long-term yields, framed around how zero-duration approaches might sit alongside longer-duration holdings in a bond portfolio.
The description points to a broad agenda of themes advisors get client questions about, including concentration in the stock market and the effect of higher rates on housing. It is a general discussion format rather than a research presentation, so the value is in how two commentators frame those questions.
It offers a compact framing of the current market cycle for advisors explaining performance attribution to clients, separating earnings-driven gains from valuation expansion. The credit-spread discussion also gives a useful distinction between a rate problem and a credit problem when reading fixed income signals.
For wealth professionals assessing bond managers, the episode offers a manager view of how a multi-sector fixed income process uses sector depth and cross-market analysis in issuer selection.
For wealth professionals, the episode addresses fixed-income implementation and portfolio housekeeping questions clients often raise, including bond vehicle choice, account location and simplifying overly fragmented portfolios.
For wealth professionals, the episode offers a macro discussion of two themes driving markets: rates and labor. It also gives context for client conversations about how yield moves transmit to borrowing costs, sectors and fixed income, and how ADP payroll research is interpreted.
New manager videos, podcasts and our own bonds & fixed income stories on My Desk and in your morning edition.
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