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PIMCO Accrued Interest

PIMCO
Private Credit
Inflation
Municipal Bonds
PIMCO
Tariffs
Interest Rates
Federal Reserve
Fixed Income
Credit Markets
Investment Strategies
Active Management
Economic Policy
Bankruptcy
Leverage Finance
Financial Advisors
Economic Growth
Bank Loans
Technology Market
Asset-Based Finance
Emerging Markets

Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.

PublishesTwice monthlyEpisodes33Founded2 years ago
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Latest Episodes

When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexibility.

CIO of Non Traditional Strategies Marc Seidner and Head of Emerging Markets Pramol Dhawan joi... more

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Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be a solid source of diversification and returns. Benjamin Ensminger-Law and Jason Steiner  join Greg Ha... more

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PIMCO’s Head of Municipal Bonds Dave Hammer wants taxable investors to pay attention to muni market opportunities in today’s market. With rates at attractive levels, continuing strong credit quality, and seasonal factors affecting bond prices, he is... more

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Ted Seides — the founder and voice of Capital Allocators — joined Greg Hall on Accrued Interest to “zoom out” from the headlines and talk about larger trends and dynamic shifts he thinks will influence investing for the next decade. The conversation ... more

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Recent Guests

Jason Steiner
Managing Director, PIMCO; background in structuring and trading private markets, RMBS emphasis
PIMCO
Episode: The Four Pillars of Alpha in Asset-Based Finance
Ben Ensminger Law
Managing Director, PIMCO; background in asset-based finance and private credit
PIMCO
Episode: The Four Pillars of Alpha in Asset-Based Finance
Ted Seides
Founder of Capital Allocators, podcast host, investor advocate
Capital Allocators
Episode: “Zooming Out” with Ted Seides of Capital Allocators
Lotfi Karoui
Multi-asset credit strategist at PIMCO; formerly Chief Credit Strategist at Goldman Sachs
PIMCO
Episode: Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui
Christian Stracke
President, runs business and operations for PIMCO outside the United States, Europe, the Middle East, Africa and Asia; long-time portfolio manager and former head of credit research
PIMCO
Episode: From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty
Pramol Dhawan
Member of PIMCO's investment committee and co-author of 'Expect the Unexpected'
PIMCO
Episode: Expect the Unexpected with Pramol Dhawan
Mohit Mittal
CIO for Core Strategies at PIMCO
PIMCO
Episode: Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal
Marc Seidner
CIO of Non-Traditional Strategies at PIMCO
PIMCO
Episode: Charting the Year Ahead with Marc Seidner
Jason Duko
Senior Portfolio Manager in Leverage Finance at PIMCO
PIMCO
Episode: Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Host

Greg Hall
Host of Accrued Interest; leading PIMCO's U.S. Global Wealth Management

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PIMCO Perspectives: When Geopolitics Becomes an Economic Input
Q: How should advisors think about markets and portfolios given the current dispersion and geopolitics crossing into economic inputs?
Advice centers on maintaining active exposure to growth while diversifying via fixed income and real assets, staying liquid to capitalize on dislocations, and avoiding overreliance on passive strategies in a high-dispersion world; emphasize selective opportunities across global markets and resilience in supply chains.
PIMCO Perspectives: When Geopolitics Becomes an Economic Input
Q: What's the debate inside the Investment Committee today about where things stand, and how likely they are to persist?
The committee emphasizes scenario framing over precise forecasts, discussing containment versus escalation with different market implications, and focusing on portfolio resilience under various paths for oil, growth, and inflation rather than predicting an exact end to the conflict.
The Four Pillars of Alpha in Asset-Based Finance
Q: What exactly is asset-based finance talking about beyond traditional lending?
ABF encompasses private-market lending outside of corporate and CRE, focusing on hard assets, financial assets, consumer-related loans, and residential lending, usually secured by assets or backed by contractual cash flows.
Tariffs, Technology, and Transition with Tiffany Wilding
Q: What are the Federal Reserve's considerations regarding interest rates amid these economic changes?
The Fed has room to cut interest rates as downside risks in the labor market are higher than expected, while inflation risks related to tariffs are more contained, supporting potential future cuts.
Tariffs, Technology, and Transition with Tiffany Wilding
Q: What should we think about the potential economic impact of tariffs and technology on the labor market?
The labor market is already feeling the influence of tariffs and technology, with larger companies holding back on hiring and smaller companies potentially facing tougher environments leading to layoffs and bankruptcies.

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Frequently Asked Questions About PIMCO Accrued Interest

What is PIMCO Accrued Interest about and what kind of topics does it cover?

A dashboard-style show for financial advisors that blends macroeconomics, fixed income, and alternative credit with practitioner-focused guidance. Across episodes, listeners hear rigorous discussions on municipal bonds, private credit, global macro risks, and the evolving role of active management in portfolio construction. The host pairs with senior PIMCO executives and notable industry figures to translate dense market dynamics into practical client conversations, tools, and strategies for advisory workloads. Notable throughlines include tax-aware munis, the balance between liquidity and yield, the impact of policy shifts and geopolitics on fixed income, and the growing importance of education and technology in portfolio design. The forma... more

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Which podcasts are similar to PIMCO Accrued Interest?

These podcasts share a similar audience with PIMCO Accrued Interest:

1. The View From Apollo
2. The Credit Edge by Bloomberg Intelligence
3. FICC Focus
4. Capital Ideas podcast
5. At Any Rate

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PIMCO Accrued Interest launched 2 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on PIMCO Accrued Interest?

Recent guests on PIMCO Accrued Interest include:

1. Jason Steiner
2. Ben Ensminger Law
3. Ted Seides
4. Lotfi Karoui
5. Christian Stracke
6. Pramol Dhawan
7. Mohit Mittal
8. Marc Seidner

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