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Guggenheim Macro Markets

Guggenheim Macro Markets

Guggenheim Investments

Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Top 10 Guggenheim Macro Markets Episodes

Goodpods has curated a list of the 10 best Guggenheim Macro Markets episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Guggenheim Macro Markets for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Guggenheim Macro Markets episode by adding your comments to the episode page.

Paul Dozier, a Director in the Guggenheim Investments Macroeconomic and Investment Research Group discusses the performance of equity markets during mid-term election years and provides an update on the latest economic data. Head of Guggenheim’s foreign exchange and derivatives trading desk, Managing Director Cameron Crosby, shares the latest on the currency markets. We also answer a listener’s question about the neutral rate.

If you have a question you would like to direct to the podcast, please email [email protected]

Related Insights:

Macro Markets Podcast: Episode #13

U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.

Listen to Macro Markets Podcast Ep. 13

Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

The risks of tightening into a downturn.

Read Macro Alert

Credit Returns in the Upcoming Fed Hiking Cycle

The outlook for credit amid rising inflation, monetary tightening and war in Europe

Read High-Yield and Bank Loan Report

Investing involves risk, including the possible loss of principal.

This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

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Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, a critical asset class for the economy. Performance has varied for each of the principal sectors, but the office sector, beset by tepid post-pandemic back-to-work trends, high mortgage rates, and capital rationing, is struggling. She discusses monitoring and managing risk and where she is seeing value in the sector.

Related Insights:

3Q23 Fixed-Income Sector Views

Technical tailwinds support the market.

Read Fixed-Income Sector Views

Use This ‘Goldilocks Market’ to Prepare for Its Eventual End

The Fed is not done.

Read Portfolio Strategy Commentary

3Q23 High-Yield and Bank Loan Outlook

Appealing yields and cautious markets.

Read High-Yield and Bank Loan Outlook

Investing involves risk, including the possible loss of principal.

This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

SP 58466

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Guggenheim Macro Markets - Episode 41: Quarterly Macro Themes for Q3 2023
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09/21/23 • 24 min

U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the second issue of Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.

Related Insights:

3Q23 Quarterly Macro Themes

Research spotlight on what’s next.

Read Quarterly Macro Themes

3Q23 Fixed-Income Sector Views

Technical tailwinds support the market.

Read Fixed-Income Sector Views

Use this “Goldilocks Market” to Prepare for Its Eventual End

The Fed is not done.

Read Portfolio Strategy Commentary

Investing involves risk, including the possible loss of principal.

This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

SP 58778

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Guggenheim Macro Markets - Episode 17: Fixed Income in Retirement Plans
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07/06/22 • 19 min

In Episode 17: “Fixed Income in Retirement Plans” (July 6, 2022), portfolio manager Adam Bloch, a managing director and a leader of our total return team, discusses economic and market conditions in fixed income, and offers perspective on considerations for plan sponsors, advisors, and plan participants when evaluating the bond allocation in retirement accounts. If you have a question to direct to the podcast, please email [email protected].

Related Insights:

Recession Signals Flashing Red

The latest data suggest that we may already be in a recession.

Read Macro Alert

Investing involves risk, including the possible loss of principal.

This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

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Guggenheim Macro Markets - Episode 14: FOMC Minutes and Listener Mail
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05/26/22 • 12 min

Matt Bush, Guggenheim Investments’ U.S. Economist, provides an update on the macroeconomic outlook, including his analysis of the minutes from the last FOMC meeting. We also answer listener questions.

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Guggenheim Macro Markets - Episode 13: The Fed, Credit Quality, and Bank Loans
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05/12/22 • 51 min

Matt Bush, a Managing Director and Guggenheim’s US Economist analyzes the latest Fed announcement and labor and inflation data, and offers his views on what investors can expect as policy starts to take hold. Maria Giraldo, a Managing Director and investment strategist in the Macroeconomic and Investment Research Group, discusses the fundamentals, relative value, and future prospects for credit risk while the Fed tightens. And the head of Guggenheim’s bank loan desk, Managing Director Chris Keywork, provides an update on his sector, which remains a market favorite and a positive outlier in the fixed-income universe.

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Guggenheim Macro Markets - Episode 11: The ABCs of ABS

Episode 11: The ABCs of ABS

Guggenheim Macro Markets

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04/14/22 • 45 min

Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments, looks under the hood of the latest CPI release and shares his take on the Minutes from the March FOMC meeting.

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Guggenheim Macro Markets - Episode 10: The Case for Bonds Now

Episode 10: The Case for Bonds Now

Guggenheim Macro Markets

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03/31/22 • 37 min

Steve Brown, Assistant Chief Investment Officer for Guggenheim Investments, discusses the drivers of first quarter market volatility, portfolio management decision making, and the case for bonds now. Also featuring Aditya Agrawal, Head of the Agency MBS Sector Team, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group.

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Guggenheim Macro Markets - Episode 9: The Fed, Ukraine, and More
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03/18/22 • 46 min

Brian Smedley, Chief Economist for Guggenheim Investments and Head of our Macroeconomic and Investment Research Group, joins Jay Diamond, Head of Thought Leadership, to discuss the economic and market impact of the FOMC decision, war in Ukraine, and much more.

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Guggenheim Macro Markets - Episode 16: Fed Watch: A Deep Dive into 75
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06/23/22 • 40 min

Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.

If you have a question you would like to direct to the podcast, please email [email protected]

Related Insights:

Macro Markets Podcast: Episode #15

Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets.

Listen to Macro Markets Podcast Ep. 15

Credit Returns in the Upcoming Fed Hiking Cycle

The outlook for credit amid rising inflation, monetary tightening and war in Europe

Read High-Yield and Bank Loan Report

Investing involves risk, including the possible loss of principal.

This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

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FAQ

How many episodes does Guggenheim Macro Markets have?

Guggenheim Macro Markets currently has 61 episodes available.

What topics does Guggenheim Macro Markets cover?

The podcast is about News, Business News and Podcasts.

What is the most popular episode on Guggenheim Macro Markets?

The episode title 'Episode 17: Fixed Income in Retirement Plans' is the most popular.

What is the average episode length on Guggenheim Macro Markets?

The average episode length on Guggenheim Macro Markets is 31 minutes.

How often are episodes of Guggenheim Macro Markets released?

Episodes of Guggenheim Macro Markets are typically released every 14 days, 9 hours.

When was the first episode of Guggenheim Macro Markets?

The first episode of Guggenheim Macro Markets was released on Nov 5, 2021.

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