About this episode

Marc Seidner discusses the changing investing landscape and the compelling opportunities in bonds.

Today’s guest is Marc Seidner, PIMCO’s CIO of Non-traditional Strategies. He is also a generalist portfolio manager and a member of the Investment Committee. In today’s episode, Marc explores why the investing landscape has changed from one led by economics to one increasingly shaped by politics and geopolitics. He explains why bonds may offer one of the most compelling opportunities in years, while private credit continues to show stress. He also touches on the K-shape economy and why real assets may help portfolios withstand a more uncertain world. (0:00) Starts (1:50) Global economic landscape (4:47) Golden age of fixed income (7:32) Equity vs. fixed income ownership (10:13) K-shaped recovery (15:06) Private credit concerns (17:49) Value over growth, global diversification, and real assets (24:50) International diversification & emerging market bonds (33:05) IPO landscape ----- Sponsor: Want to learn more about 351 Exchanges? Visit the ⁠Alpha Architect 351 Education Center⁠ for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not suitable for all investors. ----- Follow Meb on⁠ X⁠,⁠…

People in this episode

Host: Meb Faber

Guest: Marc Seidner

Topics covered

• fixed income
• bonds
• politics and investing
• K-shaped economy
• private credit
• real assets
• international diversification

Keywords

• bonds
• fixed income
• K-shaped recovery
• private credit
• real assets
• global diversification
• emerging market bonds

Sponsors

CAOS

Mentioned in this episode

Organizations: PIMCO, Alpha Architect, Cambrian Investments

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