Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future.
Show notes:
1. Overview of PIMCO’s Cyclical Outlook.
2. Rules of Thumb and ‘Pay Backs.’
3. A technological investment boom – effects on employment trends, CAPEX, and more.
4. PIMCO vs. The Street – how do our views stack up?
5. The Agg is finally outyielding cash – is this a tipping point for advisors?
Tariffs, Technology, and Transition: Our Cyclical Outlook
The Fragmentation Era: Our Secular Outlook
An Exploration of Technology Diffusion, Comin & Hobijn, 2010, American
Economic Review
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