Wealth Building

Talk Your Book: Investing in Public and Private Credit

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Today’s Talk Your Book is brought to you by PIMCO:

See here to learn more information on PIMCO, PYLD, and PFLEX

On today’s show, we discuss:

  • PIMCO’s house view on fixed income markets
  • How to think about the 60/40 portfolio
  • Navigating tight credit spreads in corporates
  • The impact of private credit on declining default rates and returns
  • Active management in PYLD
  • How mortgage rates could come down
  • Debt’s role in funding the continued growth of hyperscalers
  • Understanding CLOs and their use case
  • Investing in both public and private credit through PFLEX

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

 

Charts:

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