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PIMCO Accrued Interest

PIMCO
Private Credit
Inflation
Municipal Bonds
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 monthlyEpisodes36Founded2 years ago
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InvestingBusiness

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Artwork for PIMCO Accrued Interest

Latest Episodes

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

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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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In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the economy, and the markets. Together with host Greg Hall, they explore the next chapter for the Federal Reser... more

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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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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’
Marc Seidner
CIO for Non Traditional Strategies at PIMCO
PIMCO
Episode: PIMCO Perspectives: When Geopolitics Becomes an Economic Input
Pramol Dhawan
Leads emerging market investment business at PIMCO
PIMCO
Episode: PIMCO Perspectives: When Geopolitics Becomes an Economic Input
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

Host

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

Chart Rankings

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

Apple Podcasts
#91
Singapore/Business/Investing
Apple Podcasts
#107
Philippines/Business/Investing
Apple Podcasts
#181
Singapore/Business
Apple Podcasts
#205
Switzerland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

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?

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

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PIMCO Accrued Interest launched 2 years ago and published 36 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. Marc Seidner
5. Pramol Dhawan
6. Jason Steiner
7. Ben Ensminger Law
8. Ted Seides

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