Shows / PIMCO Accrued Interest
PIMCO Accrued Interest
Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.
Episodes
PIMCO Accrued InterestA World of Opportunity
Global cycles have fallen out of sync, and the gaps between markets are widening. PIMCO CIO of Global Fixed Income Andrew Balls says that's the exact type of…
PIMCO Accrued InterestOld-Fashioned Bond Math for a New-Fashioned Fed
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…
PIMCO Accrued InterestLotfi Karoui on Private Credit and the AI CapEx Supercycle
From the pages of The Credit Market Lens to the Accrued Interest microphone, Lotfi Karoui joins host Greg Hall to explore why the focus on direct lending may…
PIMCO Accrued InterestA Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex
We didn't rename the podcast… we're just drilling into commodities this episode, and for good reason. Few asset classes sit at the center of so many disruptive…
PIMCO Accrued InterestDan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience
Fresh off publishing PIMCO’s Secular Outlook, “Rupture and Resilience,” Group CIO Dan Ivascyn joins Greg Hall to discuss the structural forces likely to shape…
PIMCO Accrued InterestCommercial Real Estate Reset: Finding Value Across Debt and Equity
Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through…
PIMCO Accrued InterestMoney and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’
In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the economy, and the…
PIMCO Accrued InterestPIMCO Perspectives: When Geopolitics Becomes an Economic Input
When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexibility. CIO…
PIMCO Accrued InterestThe Four Pillars of Alpha in Asset-Based Finance
Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be a solid…
PIMCO Accrued InterestMunicipal Bond Reset: Volatility, Selectivity and the Active Advantage
PIMCO’s Head of Municipal Bonds Dave Hammer wants taxable investors to pay attention to muni market opportunities in today’s market. With rates at attractive…
PIMCO Accrued Interest“Zooming Out” with Ted Seides of Capital Allocators
Ted Seides — the founder and voice of Capital Allocators — joined Greg Hall on Accrued Interest to “zoom out” from the headlines and talk about larger trends…
PIMCO Accrued InterestPractice Makes Perfect: Unlocking Tax Alpha in 2026
In the midst of ongoing geopolitical uncertainty, we take a moment to turn our minds to a topic that affects us all and waits for nobody: taxes. To prepare you…
PIMCO Accrued InterestPrivate Credit’s Other Lanes Still Offer Value with Lotfi Karoui
Lately, private credit has attracted its share of grim headlines, but as Lotfi Karoui — PIMCO Managing Director, Multi Asset Credit Strategist and Co Head of…
PIMCO Accrued InterestFrom the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty
What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader markets…
PIMCO Accrued InterestExpect the Unexpected with Pramol Dhawan
Stability, calm, and order are giving way to fragmentation, volatility, and surprise. In his most recent PIMCO Perspectives, co‑authored with Marc Seidner…
PIMCO Accrued InterestDon’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal
After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those…
PIMCO Accrued InterestDan Ivascyn: Beyond the Base Case in 2026
Everything’s on the table when PIMCO's Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They…
PIMCO Accrued InterestCharting 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…
PIMCO Accrued InterestWill Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets
Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest…
PIMCO Accrued InterestMacro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron Dawson
Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge…
PIMCO Accrued InterestFrom Gold to Gigawatts: Unpacking Today’s Commodity Markets
Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg…
PIMCO Accrued InterestTariffs, Technology, and Transition with Tiffany Wilding
Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to…
PIMCO Accrued InterestThe Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In
Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the…
PIMCO Accrued InterestBond ETFs: From Niche to Norm
ETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have…
PIMCO Accrued InterestHolding Steady Amid Whipsawing Markets with Marc Seidner and Pramol Dhawan
In this extra credit episode, PIMCO’s Marc Seidner and Pramol Dhawan sit with host Greg Hall for their Q3 PIMCO Perspectives discussion. They unpack the…
PIMCO Accrued InterestBent, not Broken: Uncovering Value in Commercial Real Estate
Join PIMCO's Russ Gannaway, Seray Incoglu and Gino Gabbianelli, alongside host Greg Hall, as they walk through the recent evolution of commercial real estate…
PIMCO Accrued InterestMid-Year Check-In with Group CIO Dan Ivascyn
The “Fragmentation Era” is here (see our recent Secular Outlook piece), as trade barriers, geopolitics, and domestic fiscal dynamics lead global markets down…
PIMCO Accrued InterestAsset-Based Finance: New Frontiers in Private Credit
From residential credit and consumer lending, to aviation finance, equipment leasing, and music royalties, Asset-Based Finance ("ABF") covers a wide range of…
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. In this episode with the…
PIMCO Accrued InterestMunicipal Bonds: Volatility Yields Opportunity
Recorded on 10 April 2025 Join David Hammer, Head of Municipal Bond Management, and Account Manager Antonese Robertson as they discuss the recent action-packed…
PIMCO Accrued InterestMarket Update with Dan Ivascyn - PIMCO Group CIO
Stay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the…
PIMCO Accrued InterestTracking Tariffs with Libby Cantrill & Tiffany Wilding
With recent tariff announcements and the resulting market movements, maintaining a clear mindset can be incredibly difficult – yet it is crucial now more than…
PIMCO Accrued InterestMoving Cash from Defense to Offense with Jerome Schneider
Given the uncertain outlook for risk assets and the economy, saving has effectively become “investing” for many. Now, more than ever, it’s important to be…
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan
An extra credit exclusive with the authors of PIMCO Perspectives on Where to Look When Equities Are Priced for Exceptionalism. Lofty U.S. stock valuations call…
PIMCO Accrued InterestWatching the Fed Watching Tariffs and Inflation
Dr. Richard Clarida, who served as vice chair of the Federal Reserve during President Trump’s first term, gained firsthand insight into trade, tariffs and…
PIMCO Accrued InterestInvesting in the Year Ahead: A Conversation with Dan Ivascyn
PIMCO Group CIO Dan Ivascyn joins host Greg Hall to discuss markets and the evolving investment landscape for 2025. As advisors guide their clients through…
PIMCO Accrued InterestPractice Makes Perfect: Planning for 2025
Head of Advisor Education John Nersesian and Account Manager Mary Hoppe explore the evolution of financial advice, offering strategies to elevate your…
PIMCO Accrued InterestPolitics & Portfolios
There’s never a dull moment when it comes to politics and the markets. Join our Head of Public Policy, Libby Cantrill, and Account Manager, Andy Maloney, as…
PIMCO Accrued InterestAhead of the Curve
The Fed has started cutting rates. Greg Hall, Head of U.S. Global Wealth Management, Marc Seidner, CIO Non-Traditional Strategies, and Emily McGrath, PIMCO…
