Guggenheim Macro Markets Podcast
1) Episode 78: The Investing Outlook for 2026
Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private c...Show More
2) Episode 77: Agency MBS: From Zero to Hero
For two decades, we typically looked past Agency mortgage-backed securities (MBS) to find better relative value opportunities in the non-government sponsored credit markets. But something fundamental ...Show More
3) Episode 76: Why and Where (and How) to Invest in Asset-Backed Finance
Asset-backed investments have typically traded at higher yields and wider spreads than comparably rated corporate securities. Karthik Narayanan, Head of Structured Credit, explains why this relative v...Show More
4) Episode 75: Can U.S. Equities Sustain Their Momentum?
The stock market continues to power ahead even as the labor market shows signs of weakening and inflation pressures mount. Michael Schwager, Equity Strategist, and Ryan Sundby, Equity Product Speciali...Show More
5) Episode 74: Fed Easing Resumes, Adding Tailwinds and Volatility to the Outlook
The Federal Reserve resumed rate cuts at its September meeting, gauging that risks to the labor market currently outweigh inflation risks. Mixed signals from the fixed-income and equity markets reflec...Show More
Episode 74: Fed Easing Resumes, Adding Tailwinds and Volatility to the Outlook
26:47 | Sep 23rd, 2025
6) Episode 73: Gamechanger: Post-FOMC & Jobs Data Analysis and Outlook
Steve Brown, CIO for Fixed Income, and Patricia Zobel, Head of Macroeconomic Research and Market Strategy, join Macro Markets to offer their analysis on the complex forces shaping our economic outlook...Show More
7) Episode 72: Credit Cycle Check-In
Tom Hauser, Head of Corporate Credit, and Dan Montegari, Head of Research for Corporate Credit, join Macro Markets to discuss credit quality and market technicals at this point in the credit cycle, as...Show More
8) Episode 71: Midyear Outlook—Taking and Avoiding Risk in a Volatile Market and Uncertain World
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Macro Markets for a look back at the first half of 2025 and shares her outlook on the economy, rates, fiscal po...Show More
9) Episode 70: The Real Opportunity in Real Assets
What is the investment proposition of ‘real assets’? John Tanyeri, Head of Guggenheim Investments’ Real Assets Group, and Matt Lindland, Head of Structured Products, join Macro Markets to review the s...Show More
10) Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best
Jamie Crapanzano of our insurance portfolio management team and Ann Bryant of our insurance strategy team join Macro Markets to discuss issues and trends in fixed-income markets—those that apply to al...Show More