Emmanuel Roman

Emmanuel Roman, CEO of PIMCO and seasoned fixed-income investor, shares insights on the current market dynamics, including the 'Sell America' trade and its implications. He discusses Japan's economic landscape and rising yields, while arguing for the attractiveness of US fixed income over equities. Roman also delves into PIMCO's innovative use of AI for operational efficiency and compliance, and expresses skepticism about gold's long-term value. He emphasizes the need for more housing in the US and highlights growth opportunities in Asia and the Gulf.