Bob Michele's guest appearances

Bob Michele

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We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency &amp; Commodities Group at J.P. Morgan Asset Management on today’s episode.  Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the fixed income market have adapted to the rising rate environment and identify potential opportunities and risks.Some key questions we'll cover include:Are 60/40 portfolios making a comeback?How have central banks' actions impacted the bond market?What might the future hold for interest rates and the fixed income market beyond 2023?Bob will also share his insights on potential investment picks and areas to avoid in the fixed income market. Don't miss this informative episode packed with valuable insights into the world of bonds and fixed income investing.If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here.If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details.Stay engaged with the Equity Mates community by joining our forum. Today's episode contained sponsored content from J.P. Morgan Asset Management. *In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency &amp; Commodities Group at J.P. Morgan Asset Management on today’s episode.  Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the fixed income market have adapted to the rising rate environment and identify potential opportunities and risks.Some key questions we'll cover include:<ul><li>Are 60/40 portfolios making a comeback?</li><li>How have central banks' actions impacted the bond market?</li><li>What might the future hold for interest rates and the fixed income market beyond 2023?</li></ul> Bob will also share his insights on potential investment picks and areas to avoid in the fixed income market. Don't miss this informative episode packed with valuable insights into the world of bonds and fixed income investing.If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. <a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer nofollow" target="_blank">Click here</a>.If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, <a href="https://equitymates.com/finfest23/" rel="noopener noreferrer nofollow" target="_blank">register your details</a> and we’ll be in touch with earlybird access details.Stay engaged with the Equity Mates community by joining our <a href="https://community.equitymates.com/" rel="noopener noreferrer nofollow" target="_blank">forum</a>. Today's episode contained sponsored content from J.P. Morgan Asset Management. *In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management 

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency &amp; Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham &amp; Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.See omnystudio.com/listener for privacy information.

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency &amp; Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham &amp; Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

Bob Michele is Chief Investment Officer and Head of the Global Fixed Income, Currency &amp; Commodities Group at JP Morgan. At the end of every year, Bob writes a tongue-in-cheek blog post, handing out awards to various fixed income asset classes and events. We discuss yield inversion, gold, cryptocurrencies, MMT and more.* Please note that this recording was made before the coronavirus became a pandemic.Overview of Bob Michele Podcast:1:30 How did you get into fixed income investing?2:30 Annual bond awards blog post; heroes and villains3:30 Last year’s yield curve inversion; what does it mean?6:00 Should we tier the official deposit rate to combat inversion?8:30 How creative do you want your central banker to be?10:00 Inflation, disinflation, how concerned should we be?13:30 Emerging market bonds, China bonds and fixed income indices16:30 Will China bonds remain niche in the foreseeable future?22:30 Covenant light bonds; are lending standards dropping?27:30 You named gold the currency of the year. Isn’t gold just speculation?30:00 “No yield is a pick up from negative yields”32:30 Talking cryptocurrencies35:00 View on MMT

Bob Michele is Chief Investment Officer and Head of the Global Fixed Income, Currency &amp; Commodities Group at JP Morgan. At the end of every year, Bob writes a tongue-in-cheek blog post, handing out awards to various fixed income asset classes and events. We discuss yield inversion, gold, cryptocurrencies, MMT and more. * Please note that this recording was made before the coronavirus became a pandemic. Overview of Bob Michele Podcast: 1:30 How did you get into fixed income investing? 2:30 Annual bond awards blog post; heroes and villains 3:30 Last year’s yield curve inversion; what does it mean? 6:00 Should we tier the official deposit rate to combat inversion? 8:30 How creative do you want your central banker to be? 10:00 Inflation, disinflation, how concerned should we be? 13:30 Emerging market bonds, China bonds and fixed income indices 16:30 Will China bonds remain niche in the foreseeable future? 22:30 Covenant light bonds; are lending standards dropping? 27:30 You named gold the currency of the year. Isn’t gold just speculation? 30:00 “No yield is a pick up from negative yields” 32:30 Talking cryptocurrencies 35:00 View on MMT

45: JP Morgan's Bob Michele - Yield inversion, Gold and Cryptocurrencies