Aristotle Funds | 84: Analyze This — The Banking Sector's Makeover

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Alex Warren

Aristotle Capital Management

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"Getting Credit,"^TMan Aristotle Funds podcast, provides insights on financial markets, corporate credit and timely topics. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.

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April 7, 2025

83: Market Insights in 10 Minutes (April)

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at recent market action, Fed expectations, the economy, tariffs, and opportunities in fixed income.

March 10, 2025

82: Market Insights in 10 Minutes (March)

Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the early days of the new Trump administration and the economic impacts, recent market action, Fed futures, and opportunities in fixed income.

February 10, 2025

81: Market Insights in 10 Minutes (February)

A look at presidential politics, the state of the markets and economy, Fed expectations and opportunities in fixed income.

January 15, 2025

80: Market Insights in 10 Minutes (January)

Dominic Nolan, CEO of Aristotle Pacific Capital, reviews the accuracy of 2024 market and economic predictions, previews 2025 forecasts, looks at what's next for the Fed, and explores opportunities in fixed income.

December 12, 2024

79: Market Insights in 10 Minutes (December)

A look at recent market performance, the economy's resiliency, Fed expectations, holiday and retail spending, and opportunities in fixed income.

November 11, 2024

78: Market Insights in 10 Minutes (November)

A look at initial post-election impacts on markets, the underrated U.S. economy, the Fed and interest rates, and fixed-income opportunities.

October 23, 2024

77: Presidential Election Special

An in-depth analysis of the 2024 presidential and congressional elections. Guest: Seaver Sowers, vice president and head of Global Government Relations at Pacific Life Insurance Company.

October 7, 2024

76: Market Insights in 10 Minutes (October)

Insights into the upcoming U.S. presidential election and its impact on the markets, opportunities in fixed income, developments in the economy, and the Fed’s next moves.

September 9, 2024

75: Market Insights in 10 Minutes (September)

A look at fixed-income opportunities, leveraging lessons of the yen carry trade, economic trends, market action, and Fed moves.

August 13, 2024

74: Market Insights in 10 Minutes (August)

A look at a barbell strategy for fixed income, the Fed’s next move, the markets, economic trends, and the electric grid’s impact on the economy.

July 22, 2024

73: The Money-Losing Economics of the Olympics

Host cities have typically lost billions on the Games. How can the Olympics be saved? Guest: Professor Andrew Zimbalist, author of the book, "Circus Maximus: The Economic Gamble Behind Hosting the Olympics and the World Cup."

July 15, 2024

72: Market Insights in 10 Minutes (July)

A look at trends in the equity and bond markets, developments in the economy, the Fed’s next move, the economics of the Olympics, and opportunities in fixed income.

June 12, 2024

71: Market Insights in 10 Minutes (June)

Insights on the health of the economy, Fed policy, opportunities in fixed income, and the implications of the growing popularity of weight-loss drugs.

May 16, 2024

70: Market Insights in 10 Minutes (May)

A look into recent developments in the equity and bond markets, the health of the economy, the Fed's battle against sticky inflation and opportunities in fixed income.

April 18, 2024

69: The Generative AI Revolution

A look at how Generative AI is rapidly changing our world for better ... and for worse. Guest: Ben Parfitt, founder and CEO of the startup DiligentlyAI, giving companies insights into how applications powered by generative AI are performing and how they can be improved.

April 17, 2024

68: Market Insights in 10 Minutes (April)

A look into recent market activity; the economy; the electric vehicle market; and opportunities in fixed income.

March 11, 2024

67: Market Insights in 10 Minutes (March)

A look into the equity and fixed-income markets; what economic data is telling us about the Fed’s next decision; how generative AI is rapidly changing our world; and opportunities in fixed income.

February 21, 2024

66: Market Insights in 10 Minutes (February)

A look into recent market action, why the economy remains strong, the Fed’s latest rhetoric, how the shipping crisis will affect the global economy, and opportunities in fixed income.

January 8, 2024

65: Market Insights in 10 Minutes (January)

A look at the bull and bear case for the markets this year, how the economy is shaping up, upcoming Fed moves, the 2024 elections, and opportunities in fixed income.

December 11, 2023

64: Market Insights in 10 Minutes (December)

Insights into the recent rally in bonds, holiday shopping trends, the Federal Reserve’s next move, and opportunities in fixed income.

November 8, 2023

63: Market Insights in 10 Minutes (November)

A look at recent market performance, accelerated economic growth, the Federal Reserve’s thinking, and opportunities in fixed income.

October 6, 2023

62: Market Insights in 10 Minutes (October)

Insights into recent market moves, the resilient economy, the Federal Reserve’s new forecast, and opportunities in fixed income.

September 12, 2023

61: Market Insights in 10 Minutes (September)

A look at recent market performance, a slowly cooling economy, Federal Reserve expectations and opportunities in fixed income.

August 7, 2023

60: Market Insights in 10 Minutes (August)

A look at recent market action, the Fed’s chances of bringing the economy in for a soft landing, the best- and worst-case scenarios for the economy, and opportunities in fixed income. Plus, a lightning round and personal reflection.

July 10, 2023

59: Market Insights in 10 Minutes (July)

A look at the Federal Reserve’s next move after pausing interest-rate hikes; the economy; consumer spending; and opportunities in fixed income.

June 23, 2023

58: Market Insights in 10 Minutes (June)

A look at the Federal Reserve’s decision to pause rate hikes; the economy; consumer spending; and opportunities in fixed income.

May 11, 2023

57: Market Insights in 10 Minutes (May)

A look at recent market action; the Federal Reserve, interest-rate hikes and the economy; and opportunities in fixed income.

April 14, 2023

56: Market Insights in 10 Minutes (April)

A look at the current banking crisis, a softening economy, the Fed, and opportunities in fixed income.

March 9, 2023

55: Market Insights in 10 Minutes (March)

A look at recent market, stubborn inflation, the resilient economy, an increasingly hawkish Fed, and opportunities in fixed income.

April 6, 2023

54: Analyze This — Power Shifts in Electric Generation

Analyst Abre Kaizer of Aristotle Pacific Capital discusses recent changes in the electric-power sector, including the energy needs and infrastructure for EVs, the renewed promise of nuclear power, and obstacles to going 100% green.

March 15, 2023

53: Analyze This — The Life of a Bond Trader

Michael Lonia, head of trading for Aristotle Pacific Capital, talks about a day in the life of a trader, how trading in the bond market differs from equities, the importance of relationships, the differences between the new-issue primary and secondary markets, the trade process, trends to look for in 2023, and how bond trading has changed over the past two decades.

January 11, 2023

52: Analyze This — The Gaming Sector

Michael Long, senior analyst for Aristotle Pacific Capital, provides insights into why the gaming sector has been far from going bust.