Old-Fashioned Bond Math for a New-Fashioned Fed

PIMCO Accrued Interest · Jul 30, 2026 · 30m

Under a Warsh-led Fed, with less explicit guidance and less implicit backstop, Marc Seidner and Pramol Dhawan tell host Greg Hall that bond math starts to matter again. Listen as they explore: · The “Warsh Dividend” and what it could mean for investors? · Why diversification still matters in a market increasingly dominated by a handful of mega-cap stocks. · Exorcising the ghost of 2022 – How duration and higher yields are working in bond investors' favor again. Show notes [1:26] The Thesis of "Old-Fashioned Bond Math for New-Fashioned Fed" [8:16] Investing over the past decade vs investing…