Senior portfolio manager, Ben Emons, discusses the macro impact and risks of private credit. Topics include the alpha of private credit, comparisons to bank lending, and potential risks to the broader system.

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. And of course, there are still plenty of worries about whether deposit outflows from banks will lead to a broader credit crunch that could tip the US economy into recession. On this episode of the Odd Lots podcast, we speak to Ben Emons, senior portfolio manager at NewEdge Wealth and a longtime portfolio manager at Pimco, about what the banking drama means for everything from US mortgage rates to the vast "repo" market that's often described as the plumbing of the financial system.See omnystudio.com/listener for privacy information.

Katia Dmitrieva, a Bloomberg Asia Economics Correspondent, joins Ben Emons, Founder and CIO at FedWatch Advisors, and Minxin Pei, a Bloomberg Opinion Columnist. They delve into China's recent monetary policies, examining unprecedented interest rate cuts and relaxed lending. The discussion highlights China’s efforts to stimulate growth amid low consumer demand and a troubled real estate sector. Insights on market dynamics, inflation trends, and the impact of technology on business success add depth to their analysis of economic resilience in Asia.

Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, joins the conversation to discuss the implications of recent PCE data on potential Fed rate cuts. Ryan Gould, Deals Reporter, explores Intel's strategies amid competitive pressures, including a possible restructuring. Ben Emons, CIO and founder of Fed Watch Advisors, offers his market outlook. The group also chats about the evolving labor market, AI's impact on employment, and the shifting demands for workplace flexibility in a post-pandemic world.

Michael McKee, Bloomberg's international economics correspondent, joins Joanie Bily, chief workforce analyst at Employbridge, to dissect the July jobs report amidst market selloff. They discuss rising unemployment and shifts in labor participation. Matt Stucky shares insights on volatile markets, while Bill Lee analyzes the implications of Fed interest rate policies. Ben Emons uncovers investment strategies under current conditions, and the group reflects on Amazon's and Apple's earnings amid evolving tech landscapes and economic signals.

Ben Emons, Founder and CIO of FedWatch Advisors, discusses the crypto market's response to cooling inflation in the latest CPI report. Topics include Fed's rate adjustments, market trends, importance of economic data vs. forward-looking indicators, and Federal Reserve's focus on managing inflation.

Lisa Jarvis talks about testing farmers for bird flu, Erica Adelberg discusses mortgage lending, Ben Emons covers the latest on markets, and Marc Morial reflects on George Floyd's death and changes in law enforcement tactics.

NewEdge Wealth senior portfolio manager Ben Emons discusses the trend in metals market driven by AI and the correlation between digital assets and macroeconomic conditions. Insights on portfolio allocation strategies and the possibility of a rate hike in the U.S.

US House passes bill impacting TikTok, potential sale or ban. Ad dollars shift if TikTok banned. Trump's legal battles. Market updates with portfolio manager. Homebuilding market preview. Physics whiz's success in ESG investing.

Guest Ben Emons, senior portfolio strategist at NewEdge Wealth, discusses market conditions and portfolio allocation strategies, including sectors to invest in. Geopolitical factors impacting the US economy, trading presidential elections through stocks, and the outlook for Bitcoin after potential spot Bitcoin ETF approval are also covered.