
Welcome to PIMCO Pod, where you can listen to readings of PIMCO’s key thought leadership – from our latest economic outlook to the best ideas from our global investment team. Dive into a world of deep expertise across public and private markets and get insights to help you gain an edge in an ever-changing world.
| Publishes | Twice weekly | Episodes | 127 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this episode, we discuss how commercial real estate is moving into a new phase, where AI, shifting space needs, and higher-for-longer rates are reshaping investment opportunities and returns.
The discussion and content provided within this podcas... more
In this episode, we discuss how recent Fed comments and inflation data could shape the outlook for rates and bond markets through year-end.
The discussion and content provided within this podcast is intended for informational purposes only and may n... more
In this episode, we discuss how higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative.
The discussion and content provid... more
In this episode, we discuss how higher rates, weaker underwriting, and software concentration are exposing vulnerabilities in direct lending and leveraged loans, while high yield bonds appear better positioned.
The discussion and content provided wit... more
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Informative about what's going on with the Fed and how it relates to the markets/economy
I would love to listen to Pimco’s thoughts and ideas but the robotic voice is awful.
Very interested in what PIMCO has to say with this podcast but this is just text read with AI and it's annoying. PIMCO should get a real person with real personality just like Barron's, or don't have a podcast at all.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Listeners, social reach, demographics and more for this podcast.
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Flows between supply shocks, AI-driven demand, and macro policy shape inflation signals and asset markets. Episodes often center on how traditional indicators may misread inflation when energy, geopolitics, and AI-enabled spending interact, and how policy paths could diverge through 2026–2027. A notable strength is data-driven macro analysis from a leading investment firm, with deep dives into fixed income, credit markets, and cross-asset dynamics that help listeners understand how to position portfolios in a complex, evolving environment.
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1. At Any Rate
2. The View From Apollo
3. Making Sense
4. The Credit Edge by Bloomberg Intelligence
5. Insights Now
PIMCO Pod launched 2 years ago and published 127 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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Recent guests on PIMCO Pod include:
1. Lotfi Karoui
2. JR. Scott
3. Kevin Warsh
4. Andrew Balls
5. Pramol Dewan
6. Latfi Karoui
7. Latvi Kuruvi
8. Mark Seidner
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