Best High Yield Bonds Podcasts (2024)

1
ETF Battles: Which Fallen Angels High Yield Bond ETF is the Best Choice? 17:37

19d ago17:37

17:37

n this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested matchup between so-called "fallen angels" bond ETFs. Watch a showdown between Blackrock (FALN) vs. VanEck (ANGL). Who wins the battle? "Fallen angels" are bonds who have been demoted to junk debt status from top notch investment grade debt. And it's these t…

1
Global Economy 2024: Stabilization Amidst Challenges 46:50

36m ago46:50

46:50

The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability. Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amid…

1
Best of Caller Questions 47:10

1d ago47:10

47:10

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other M…

1
Alejandro Yela on Microcap Stocks, High-Risk Investment Strategies, and Global Market Dynamics 44:12

18h ago44:12

44:12

Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand …

1
S&P 500 Going to 7000? | NAV Erosion Myth | Fed HAS Cut Rates at All-Time Highs| China & Emerging Markets Surge | Answering Audience Questions 55:29

1d ago55:29

55:29

Derek Moore and Jay Pestrichelli this week answer some audience questions plus comparing 1995 first Fed rate cut to today’s market and asking if the next year can be a repeat of the 1995-96 period. They also dispel the myth that the Fed has never cut rates when markets are at all-time highs. Later, they look at the China and Emerging markets surge …

1
Mark Newton on US Energy Policies, Fed Rate Cuts, and Market Diversification Strategies 43:27

3d ago43:27

43:27

Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply in…

1
What is Intrinsic Value? 45:17

4d ago45:17

45:17

Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing. Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iSha…

1
Harley Bassman on Bond Market Dynamics, Derivative Strategies, and Long-Term Interest Rate Trends 47:01

4d ago47:01

47:01

Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify A…

1
Understanding Leverage in Real Estate Investing 46:55

5d ago46:55

46:55

Leverage in real estate investing is often misunderstood because it can amplify both gains and losses. (I'll share real-world examples like Vornado and NexPoint.) Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD …

1
Episode 57: Post-FOMC Action Plan…and Other Macro Themes 22:51

5d ago22:51

22:51

U.S. Economist Matt Bush and Investment Strategist Maria Giraldo discuss the macro and market implications of the Fed’s decision to cut interest rates. They also provide commentary on the latest issue of Quarterly Macro Themes. Related Content: 3Q24 Quarterly Macro Themes Research spotlight on what’s next. Read Quarterly Macro Themes 3Q24 High Yiel…

1
Deprivatizing private credit one quarter at a time 9:10

5d ago9:10

9:10

By nature, private credit is opaque. At least for now. But 9fin’s private credit team is hard at work building a data set that will help shed light on the trends and movements in the direct lending space. In this bonus episode of Cloud 9fin, private credit editor David Brooke invites private credit analyst Elijah Jackson to share his experience in …

1
332. Investing in change: balancing profit with purpose 22:41

5d ago22:41

22:41

We discuss sustainable investing with two key figures from CCLA: James Corah, head of sustainability, and Charlotte Ryland, head of investments and manager of Elite Radar CCLA Better World Global Equity. They explain their unique approach, which balances achieving robust financial returns with driving significant societal change. We explore their e…

1
How Much Credit Card Debt is Too Much? 46:43

6d ago46:43

46:43

Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended. Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PY…

1
Co-op agreements through the eye of American Needle 16:16

6d ago16:16

16:16

Cooperation agreements have taken the LME world by storm, foiling distressed companies' plans to play creditors off of one another to secure a better deal. But are these agreements anti-competitive? In this week's episode of Cloud 9fin, our global head of distressed and restructuring Max Frumes delves into this quandary with distressed legal analys…

1
Rick Rule on Price Controls, Gold Investment Strategies, and Natural Resource Market Dynamics 42:07

6d ago42:07

42:07

Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his ca…

1
‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts 29:21

6d ago29:21

29:21

Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.By Citywire

1
Microsoft and BlackRock's $30 Billion AI Gambit 46:47

7d ago46:47

46:47

A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power. Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, …

1
The Fed's Rate Cut: Reigniting Inflation Fears? 46:55

8d ago46:55

46:55

The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability. Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., …

1
Fed Goes Big | Market Performance After Rate Cuts | Election Volatility in VIX Futures Is a Crowded Trade | Year End S&P 500 Predictions 51:16

9d ago51:16

51:16

Derek Moore and Jay Pestrichelli are back to do a post Fed 50 basis point cut analysis. What typically happens a year later in markets after the first interest rate cut? Maybe there isn’t election volatility priced into the VIX and it’s all to do with interest rates. Plus, looking back at the S&P 500 year end 2024 predictions top investment banks m…

1
Matthew Chang on Robotics Revolution, AI Integration, and Future Workforce Dynamics 33:14

9d ago33:14

33:14

Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technolo…

1
Hal Lambert on Political Influence in Investments, CEO Dynamics, and Strategic Market Insights 41:01

10d ago41:01

41:01

Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll …

1
Noel Smith on Hedge Fund Mastery, Multi-Strategy Approaches, and Interest Rate Futures Insights 41:57

10d ago41:57

41:57

Ready to uncover the secrets of hedge fund mastery? Join us as we sit down with Noel Smith, CIO of Convex Asset Management, who shares his incredible journey from the bustling floors of the CBOE to the upper echelons of hedge fund management. Noel's story exemplifies the importance of cross-asset analysis and the adaptability required to thrive ami…

1
Beware of AI Voice Cloning Scams: Protect Yourself 45:54

11d ago45:54

45:54

As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becomi…

1
Federal Reserve Cuts Interest Rates: What It Means for You 45:56

12d ago45:56

45:56

In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consum…

1
Data Centers: The Billion-Dollar Real Estate Investment Boom 46:32

13d ago46:32

46:32

With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, h…

1
331. Why the “stars are aligned” for emerging market debt 14:58

13d ago14:58

14:58

Polina Kurdyavko, co-manager of the BlueBay Emerging Market Unconstrained Bond fund, provides an excellent in-depth look at emerging market (EM) debt, offering insights into why current valuations in hard currency sovereign debt are among the most attractive in decades. We discuss factors contributing to strong growth in key emerging markets, from …

1
Getting real about synthetic PIKs 18:04

13d ago18:04

18:04

One of the strengths of private credit is its flexibility. And who doesn’t love to PIK and choose? In this week’s episode of Cloud 9fin, US private credit editor David Brooke asks senior reporter Shubham Saharan to add another contribution to the ever-evolving private credit glossary as they dive into the definition of synthetic PIKs. Listen in to …

1
Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA 45:35

14d ago45:35

45:35

By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmac…

1
Mark Nelson on Nuclear Fuel Economics, Germany's Energy Crisis, and Global Nuclear Trends 50:55

13d ago50:55

50:55

Ever wondered what makes nuclear power an attractive option despite widespread misconceptions? Join us as we uncover this with nuclear energy expert Mark Nelson. Mark sheds light on the surprisingly low fuel costs of nuclear plants and shares his mission to prevent plant closures. He also opens up about his journey in the industry, revealing the in…

1
Demystifying Capital Solutions Strategies 37:50

14d ago37:50

37:50

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns. Episode Segments: (05:42) – How Barings defines Capital Solutions strategies (0…

1
Tesla's Returns on Capital: Are They on the Rise? 46:20

15d ago46:20

46:20

In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years. (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights …

1
Mastering Technical Analysis, Bond Yield Cycles, and Precious Metals Trends with John Roque 41:32

15d ago41:32

41:32

Uncover the secrets to mastering technical analysis in the financial market with our latest podcast episode starring John Roque! Prominent technical analyst and seasoned financial professional, our guest brings over three decades of expertise, having worked with industry giants like Lehman Brothers and Soros Fund Management. Together, we emphasize …

1
Fed Decision Primer | CPI Disappoints? | Market Breakout or Breakdown? | Market Pricing in Too Many Cuts? 37:18

15d ago37:18

37:18

Derek Moore covers what you need to know going into the fed meeting. Plus, reviewing whether the Fed has ever cut rates with a forward price to earnings ratios this high? Then looking at potential technical analysis outcomes on the S&P 500 Index include a cup with handle, triple top, and more. Historical Forward PE ratios at Fed cuts VIX Index does…

1
Marc Faber on Courage in Modern Challenges, Yen Carry Trade Myths, and Global Market Influences 44:00

16d ago44:00

44:00

What if courage was the key to preserving our freedom in the face of modern challenges? Join us for an enlightening discussion with Dr. Marc Faber, a financial expert whose career journey spans from Switzerland to the bustling markets of New York and Asia. Together, we explore the significance of bravery, drawing inspiration from Alexander Solzheni…

1
Experts Advise Moving Cash as Money Market Accounts Surge 46:41

18d ago46:41

46:41

As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities. Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Ber…

1
Jake Hanley on Soybean Biofuel Potential, Inflation Dynamics, and Agricultural Market Trends 42:47

18d ago42:47

42:47

Can the soybean market revolutionize biofuel production while taming inflationary pressures? Join us as we uncover the untapped potential of soybeans in the biofuel industry and the intricate dynamics influencing agricultural prices. We’re joined by Jake Hanley, who brings a fascinating perspective from his background in U.S. history to his current…

1
Oil Prices Plummet: What’s Behind the Drop to the $60s? 46:12

19d ago46:12

46:12

This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward? Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF)…

1
Tom Morgan on Wall Street Burnout, Right-Brain Shift, and Holistic Well-Being Strategies 37:45

19d ago37:45

37:45

What happens when a Wall Street professional undergoes a profound personal transformation? Step into the world of Tom Morgan, whose gripping recount of a psychotic break—better described as a spiritual awakening—changed his life forever. Tom's journey from the toxic grind of finance to a newfound understanding of wisdom, intuition, and holistic wel…

1
U.S. Money Supply Drops to Great Depression Levels 46:14

20d ago46:14

46:14

In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns. Also in this podcast: CVX - Chevron Corp. (NYS); LULU …

1
Building a Bulletproof Dividend Portfolio: Diversification Tips 15:36

19d ago15:36

15:36

In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF strategies for diversifying dividend income. Using various dividend income strategies vs. a one-trick pony approach helps investors and financial advisors to build a more robust, well-rounded and potentially stable …

1
330. The art of long-term investing 25:20

20d ago25:20

25:20

In this episode, we’re focusing on the Capital Group New Perspective strategy which has consistently outperformed global equity markets over its 50+ year history. Investment director, Steve Smith, explains how the strategy’s structural flexibility and focus on multinational companies have driven its success across various market environments. We ex…

1
'Clearly a very big thing for us': What next for Schroders' global value team 38:35

20d ago38:35

38:35

Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.By Citywire

1
Navigating Investment Markets: From Meme Stocks to Treasury Bills with Sam Nofzinger 37:28

20d ago37:28

37:28

Discover the secrets behind the evolving world of retail investing with our special guest, Sam Nofzinger from Public.com. You’ll learn how the focus has shifted from electric vehicle stocks like Tesla to the skyrocketing AI sector, led by NVIDIA. Sam brings his rich background in institutional investment management to the table, shedding light on h…

1
The Zombie Apocalypse with Dr. Edward Altman 27:45

20d ago27:45

27:45

Zombie companies are businesses that, despite being insolvent, manage to survive for extended periods. Traditionally, these companies are defined by their inability to cover interest payments, but a more refined definition points to companies with low Z-scores, indicating a high probability of default. Over the past three decades, the prevalence of…

1
Will The G-sec Yield Curve Steepen, Shift Down or Both 17:00

20d ago17:00

17:00

#NIIF #AseemInfrastructure #GovernementofIndia #India #IDF #corporatebonds #gsec #rbi #loan #infaltion #recession #bonds #highyield Check out the latest podcast on Bond Markets. Government policy updates, corporates in action, and yield movements. Get insights on what opportunities the bond market brings to you and which of your investments are pot…

1
Debunking Dave Ramsey's Stock Market Claims: Are 12% Returns Realistic? 44:46

21d ago44:46

44:46

There are many financial experts who express skepticism regarding radio host Ramsey’s figures, and instead emphasize the importance of understanding the variability of stock market returns when considering investment strategies. Also in this podcast: KRO - Kronos Worldwide Inc. (NYS); DG - Dollar General Corp. (NYS); CHRD - Chord Energy Corp. (NAS)…

1
Are Rental Prices Finally Coming Down in America? 46:02

22d ago46:02

46:02

Recent trends indicate that rental prices in the U.S. may be on the decline, with asking prices for "new-lease" rents rising by less than 2% over the past year. This marks a significant slowdown compared to previous years. It comes at a time when many tenants face financial constraints and a surge in new construction offers more options. Also in th…

1
Mish Schneider on CPI Manipulation, Commodity Trends, and Future Market Dynamics 37:13

22d ago37:13

37:13

Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the facto…

1
Will There or Won’t There Be a Recession? | Size of First Fed Rate Cut?| Stocks Get Cheaper | Why VIX is Tough to Trade 1:10:46

22d ago1:10:46

1:10:46

Derek Moore and Jay Pestrichelli are back to talk employment, Fed cuts, recession (or not), forward earnings multiples, VIX, VVIX, crude oil recession sign, currencies, and more! Looking at 3 2024 stock market selloffs this year Crude oil as a recession indicator? Currencies and Commodities driving stocks right now? Why markets may be trading on te…

1
David Hay on Navigating Recessions, Bond Market Complexities, and Strategic Investment Shifts 43:16

23d ago43:16

43:16

Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's f…

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