Talk’n Bonds with Tony Crescenzi

Talk’n Bonds with Tony Crescenzi

From Free Lunch by Canvas Wealth

May 15, 2026 · 32 min · Episode 310

About this episode

Tony Crescenzi discusses the bond market and its implications for investment portfolios.

Colin and Greg brought in one of the sharpest minds in fixed income to answer that question. Tony Crescenzi from PIMCO discusses the bond market like a supermarket with 150 trillion dollars worth of aisles, and explains why knowing which shelf to shop from could matter as much as anything else in your portfolio. In this episode of The Free Lunch Podcast, they get into inflation thresholds, starting yields, global diversification and why active management tends to win in bonds in ways it often doesn't in stocks.

People in this episode

Hosts: Colin, Greg

Guest: Tony Crescenzi

Topics covered

  • bond market
  • fixed income
  • inflation
  • global diversification
  • active management

Keywords

  • bonds
  • inflation thresholds
  • starting yields
  • global diversification
  • active management

Mentioned in this episode

Organizations: PIMCO

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