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Downtown Josh Brown

πŸ‘€ Speaker
4457 total appearances
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Appearances Over Time

Podcast Appearances

The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

What was the name of the start of the rupture?

3252.007 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Something better?

3253.75 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Resilience.

3254.631 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

So one area of rupture, we have a new Fed share, pretty unconventional by traditional standards.

3256.072 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

And one of the reasons why fixed income has been so challenging is all of the government intervention in the fixed income market, some of it needed, some of it, you know, you could argue was very excessive.

3261.859 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

There was an article in the journal this morning, Kevin Warsh.

3274.892 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Nick Camarillo said he wants the Fed to stop explaining everything.

3278.236 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

For decades, the central bank believed talking openly.

3281.721 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

All right, we understand.

3283.563 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Are you a fan of the overwhelming amount of transparency?

3284.945 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

The fact that these Fed officials, these governors have been basically on a podcast tour for the last decade or so.

3290.313 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Do you like that level of transparency?

3297.663 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

What's your thoughts on policy today?

3299.546 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Well, this is a quote that he gave last year at a stage three conference.

3505.232 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

He said, if you're not very good at something, you should do less of it.

3508.057 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

These forecasts have been abysmal.

3510.601 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

And he said, my dots wouldn't be perfect either.

3512.604 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

So I just wouldn't give them.

3514.466 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

He's going to come out on Wednesday and say, no change.

3595.206 View full episode β†’
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

See you later.

3597.268 View full episode β†’