Podcast Index

Podcasts

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The Weekly Fix The Weekly Fix RBC Global Asset Management (U.S.) Inc. Choice Classic Radio Detectives | Old Time Radio Choice Classic Radio Detectives | Old Time Radio Choice Classic Radio BackChat BackChat BackChat Studios Singletrack Singletrack Finn Melanson THE KLICKITAT VOICE THE KLICKITAT VOICE Delmer Eldred こどもそうだんしつ こどもそうだんしつ 朝日新聞ポッドキャスト Sleep and Sorcery | Folklore & Fantasy-Inspired Sleep Stories Sleep and Sorcery | Folklore & Fantasy-Inspired Sleep Stories Laurel Hostak Jones, Bleav Joke WRLD Joke WRLD The Joke WRLD Podcast Chris Stefanick Catholic Show Chris Stefanick Catholic Show Chris Stefanick | Real Life Catholic Business By Design Business By Design Stuart Wemyss & Mena Abraham My Car Guru Podcast My Car Guru Podcast My Car Guru...Lennie Lawson The Edge of Work The Edge of Work Al Dea Spooky Sips Spooky Sips Spooky Sips Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook Baseball Isn’t Boring Baseball Isn’t Boring Audacy Fox Sports Update Fox Sports Update Fox News Podcasts Zimmerman en Space Zimmerman en Space Hens Zimmerman DORMIR RAPIDEMENT  - S'Endormir avec le Son DORMIR RAPIDEMENT - S'Endormir avec le Son SLEEP QUICKLY The Bream Fishing Project The Bream Fishing Project Andrew Death Les Maîtres du mystère Les Maîtres du mystère INA Managing A Career Managing A Career Layne Robinson The Bus Rocks On Demand The Bus Rocks On Demand 7 Mountains Media Radio Morón Radio Morón Cadena SER What the Biz?! What the Biz?! What the Biz?! Nurses Uncorked - A Nursing Podcast Delivering Nursing News Nurses Uncorked - A Nursing Podcast Delivering Nursing News Nurse Erica Uploaded and Unfiltered: Real Talk on Healing, Creativity, and Mindset for Black Creators Uploaded and Unfiltered: Real Talk on Healing, Creativity, and Mindset for Black Creators Jermaine Pulliam American Experiment Podcast American Experiment Podcast Grace Keating, Kathryn Johnson, & Bill Walsh Radio Melilla Radio Melilla Cadena SER Garage Logic - Town Council Unfiltered Garage Logic - Town Council Unfiltered Garage Logic | PodMN Let's Know Things Let's Know Things Colin Wright Beyond the Boxscore Beyond the Boxscore Main Street Media of Tennessee South Arm United Church's Podcast South Arm United Church's Podcast South Arm United Church Chapter and First- Bible Teaching Ministry of Fort Smith's First Baptist Church Chapter and First- Bible Teaching Ministry of Fort Smith's First Baptist Church First Baptist, Fort Smith, Arkansas The Inspired Unemployed The Inspired Unemployed LiSTNR Deep Psychology Deep Psychology Ross Edwards It's a Mindset It's a Mindset Emma Lagerlow Honestly Tho Podcast Honestly Tho Podcast Honestly Tho Podcast
The Weekly Fix

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The Weekly Fix

RBC Global Asset Management (U.S.) Inc.

The ABS market's record year has a catch

July 21, 2026 1:30pm 4 min

Record asset-backed securities (ABS) issuance. Spreads at year-to-date tights. But underneath, a bifurcated consumer is quietly narrowing the margin for error.Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed In...

The credit upgrade nobody's pricing in

July 14, 2026 2:30pm 4 min

Tight spreads don't tell the whole story. The most compelling opportunities in US credit right now may be hiding in plain sight.Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team,...

Rates may have peaked. AI's credit boom is just getting started.

July 07, 2026 7:00am 4 min

Fed hikes may be overpriced, but yields stay supported by AI-driven growth. IG carry remains strong as record supply tests spreads.The Treasury curve is expected to steepen in the second half of 2026: front-end yields ma...

The rate cut era is over

June 23, 2026 9:00am 4 min

The Federal Reserve's pivot under new leadership is reshaping the fixed income landscape, and investors need to be ready.Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down what chang...

The AI job shock nobody’s talking about

June 16, 2026 2:45pm 3 min

The Fed's dual mandate faces unique challenges as artificial intelligence (AI) adoption creates new uncertainty around employment and rate trajectory.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBay U.S. Fixed In...

When AI becomes an infrastructure debt story

June 09, 2026 9:15am 4 min

Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets alone cannot fund the infrastructure buildout, forcing debt into utilit...

The mortgage market’s quiet revolution

June 02, 2026 2:30pm 5 min

Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment.Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, unpacks ho...

Stocks up, bonds down, and the Fed's not moving

May 19, 2026 3:45pm 4 min

Prolonged Middle East tensions drive aggressive bond selloffs across global markets, but strong corporate earnings and elevated yields keep high yield resilient amid broader fixed income volatility.Andrzej Skiba, Head of...

AI concentration risk: don’t get over hype-scaled

May 12, 2026 9:30am 4 min

The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks dow...

Unprecedented Fed discord signals uncertain road ahead

May 05, 2026 10:00am 3 min

Historic Fed discord meets Middle East uncertainty: The most dissenting votes since 1992 expose deep divisions as geopolitical risks and energy prices complicate the path forward for U.S. monetary policy.Laurie Mount, Po...

Income without illusion: navigating late-cycle credit markets

April 28, 2026 8:45am 4 min

A fragile equilibrium in fixed income: high yields persist despite tight conditions, creating potential opportunities for disciplined credit selection.Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay ...

Patience required: navigating US fixed income's inflation peak

April 21, 2026 11:30am 4 min

Current energy shocks collide with restrictive monetary policy, creating a different challenge for fixed income investors than 2022. Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Incom...

Quality carry over market timing

April 14, 2026 2:45pm 3 min

Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundamentals hold firm.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBa...

Between conflict and compromise: finding value amid Middle East volatility

April 07, 2026 12:00pm 4 min

Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create challenges across global economies.Andrzej Skiba, Head of U.S. Fixed Incom...

EA's record-breaking buyout rewrites LBO playbook

March 31, 2026 10:15am 4 min

A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing.Jeff Jablons, Senior High Yield Analyst covering telecom, cable, satellite, and technology sectors on RBC GAM's BlueBay U.S. Fixed Income...

Three paths back to rate cuts

March 24, 2026 8:15am 4 min

Cut expectations evaporate: Federal Reserve easing bets collapsed after March meeting as geopolitical risks and inflation concerns pushed rate hike probabilities above cut scenarios for the first time since last month's ...

Why private credit's software problem is high yield's opportunity

March 17, 2026 1:15pm 4 min

Private credit's software problem creates a potential opportunity for high yield as exposure gaps reveal structural vulnerabilities in direct lending portfolios.Anne Greenwood, Institutional Portfolio Manager on RBC GAM'...

One person’s volatility is another’s opportunity

March 10, 2026 8:30am 4 min

Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, examines ...

Underlying strength shields credit markets from geopolitical shocks

March 03, 2026 2:45pm 4 min

Positioning pays off: Conservative allocations and incoming cash flows shield high yield investors from geopolitical volatility that rattled broader markets.Peter Keenan, Senior Credit Trader on RBC GAM's BlueBay U.S. Fi...

Markets navigate AI spending boom while inflation holds below target

February 17, 2026 10:00pm 3 min

RBC’s BlueBay Fixed Income team discusses how US markets have shown resilience with contained inflation, though heavy tech sector debt issuance from AI investment creates credit market pressure while raising questions ab...

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