Latest / PIMCO Accrued Interest
Charting the Year Ahead with Marc Seidner
In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026. Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income! Ugly Christmas sweaters optional… SHOW NOTES (2:56) With valuations stretched, what’s attractive in equities for 2026? (13:43) Is it time to replace cash with bonds? (23:41) What’s next for Bitcoin, Gold, and other commodities? (30:24) Risks, realities, and opportunities in credit markets (49:08) Why munis…
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