Today’s Talk Your Book is sponsored 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

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

Charts:

Check out our t-shirts, coffee mugs, and other swag here.

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