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PIMCO Accrued Interest

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

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 monthlyEpisodes38Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for PIMCO Accrued Interest

Latest Episodes

From the pages of The Credit Market Lens to the Accrued Interest microphone, Lotfi Karoui joins host Greg Hall to explore why the focus on direct lending may be overshadowing the structural themes important to the future of credit markets. Together, ... more

YouTube

We didn't rename the podcast… we're just drilling into commodities this

episode, and for good reason. Few asset classes sit at the center of so many disruptive forces right now. The global energy complex is contending with both the near-term shock of... more

YouTube

Fresh off publishing PIMCO’s Secular Outlook, “Rupture and Resilience,” Group CIO Dan Ivascyn joins Greg Hall to discuss the structural forces likely to shape markets over the next five years.

From the pervasive role of AI in both equity and debt m... more

YouTube

Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through lending or owning.

Seray Incoglu, Global Head of Asset Management for PIMCO Real Estate C... more

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Recent Guests

Seray Incoglu
Global Head of Asset Management within Real Estate Credit at PIMCO
PIMCO
Episode: Commercial Real Estate Reset: Finding Value Across Debt and Equity
Matt Tuten
Executive Vice President, runs the CMBS business and shapes CRE investment strategy at PIMCO
PIMCO
Episode: Commercial Real Estate Reset: Finding Value Across Debt and Equity
Richard Clarida
Global Economic Advisor, former vice chair of the Federal Reserve, professor at Columbia University
PIMCO
Episode: Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’
Libby Cantrill
Head of Public Policy, PIMCO
PIMCO
Episode: Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’
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
Dave Hammer
Head of municipal bond investing
PIMCO
Episode: Municipal Bond Reset: Volatility, Selectivity and the Active Advantage
Ted Seides
Founder of Capital Allocators, podcast host, investor advocate
Capital Allocators
Episode: “Zooming Out” with Ted Seides of Capital Allocators
Devin Ekberg
Senior Vice President in the Advisor Education Group at PIMCO
PIMCO
Episode: Practice Makes Perfect: Unlocking Tax Alpha in 2026

Host

Greg Hall
Host of Accrued Interest, PIMCO's podcast for financial advisors

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#235
United States/Business/Investing
Apple Podcasts
#192
Australia/Business/Investing
Apple Podcasts
#28
Poland/Business/Investing
Apple Podcasts
#130
Japan/Business/Investing
Apple Podcasts
#190
Poland/Business
Apple Podcasts
#200
Singapore/Business/Investing
Apple Podcasts
#228
Saudi Arabia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience
Q: What does the base case look like, and where could it go wrong or better than the market expects?
The base case is gradual de-escalation of geopolitical tensions with oil prices remaining elevated but not surging dramatically. However, more protracted conflicts or policy shifts could push energy prices higher and growth slower, challenging both equities and credit.
Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience
Q: Can you just talk about kind of the distribution of risks in this environment?
The distribution of risks is broader than in the past, with fatter tails and more scenarios to consider. The team emphasizes maintaining a base case while preparing for a wider set of outcomes through scenario analysis and diversification.
Commercial Real Estate Reset: Finding Value Across Debt and Equity
Q: How do public and private CRE markets compare, and where should advisors focus?
Private CRE opportunities, especially in credit, offer stronger protections and longer underwriting timelines, while public CRE debt and CMBS can be attractive in cycles when liquidity is abundant. Advisors should maintain flexible strategies that span public/private and equity/debt to capture opportunities wherever they arise.
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.

Audience Metrics

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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?

Financial topics across episodes tend to center on fixed income strategy, macro policy, and real estate credit, with frequent dives into how geopolitical events, inflation, and policy shifts shape client portfolios. The show often features senior PIMCO professionals and external guests who translate complex market dynamics into practical guidance for financial advisors, emphasizing active management, diversification, and scenario-based planning. Noteworthy is the recurring focus on asset classes beyond traditional equities and a clear angle on advisor education, tax considerations, and real-time portfolio construction insights. The format tends to blend macro narrative with tactical takeaways, making it useful for listeners who manage clien... 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 Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. FICC Focus
4. Eye On The Market
5. Notes on the Week Ahead

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PIMCO Accrued Interest launched 2 years ago and published 38 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. Seray Incoglu
2. Matt Tuten
3. Richard Clarida
4. Libby Cantrill
5. Jason Steiner
6. Ben Ensminger Law
7. Dave Hammer
8. Ted Seides

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