Artwork

Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

EP8: Why Are Interest Rates So Low? - Tony Crescenzi of PIMCO Investments

1:09:47
 
Share
 

Manage episode 302601640 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Inflation at 5%, 10-year treasury yields at 1.5%, how is that sustainable? In the post-COVID investment environment of explosive growth coinciding with inflation concerns, it seems implausible that interest rates could remain this low.

However, for my entire career, investors have decried, “Interest rates are just about to rise, so watch out!”. But they haven’t. Interest rates have been declining for 40 years.

In this podcast, we interview Tony Crescenzi, Portfolio Manager and Investment Committee Member of PIMCO investments. What better person could we have found to ponder this perplexing conundrum?

Buckle up or grab the dog and go for a walk; this is not to be missed.

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 302601640 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Inflation at 5%, 10-year treasury yields at 1.5%, how is that sustainable? In the post-COVID investment environment of explosive growth coinciding with inflation concerns, it seems implausible that interest rates could remain this low.

However, for my entire career, investors have decried, “Interest rates are just about to rise, so watch out!”. But they haven’t. Interest rates have been declining for 40 years.

In this podcast, we interview Tony Crescenzi, Portfolio Manager and Investment Committee Member of PIMCO investments. What better person could we have found to ponder this perplexing conundrum?

Buckle up or grab the dog and go for a walk; this is not to be missed.

  continue reading

28 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide