Dave Braun

Dave Braun, a Managing Director at PIMCO, dives into the complexities of the bond market and why rates are rising. He discusses the intriguing potential of mortgage bonds in the current economic climate. The conversation shifts to the resilience of consumers, navigating credit market dynamics post-COVID, and the evolving landscape of commercial real estate. Braun emphasizes active management strategies and the shift toward private credit amidst changing yield conditions, providing insightful perspectives for investors.