Uploaded June 2026 | Updated September 2026, 2 weeks ago
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO’s latest secular outlook, “Rupture and Resilience,” and explains why geopolitical uncertainty, tariffs, deglobalization, AI infrastructure spending, and rising debt levels are creating both risks and opportunities for investors.
This episode is sponsored by VanEck. Learn more about RAAX at vaneck.com/RAAXCompound/overview
►00:00 - Cold Open
►06:57 - Intro / PIMCO
►15:17 - What is The Secular Forum
►18:43 - “Rupture and Resilience”
►29:40 - Not the time for “wildly defensive “
►37:57 - AI Infrastructure
►42:15 - Valuations
►47:23 - Fixed Income
►53:53 - The New Fed Chair
►59:49 - Impact of AI
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🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
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Ask The Compound: podcasts.thecompoundnews.com/show/ATC
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket #stocks
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO’s latest secular outlook, “Rupture and Resilience,” and explains why geopolitical uncertainty, tariffs, deglobalization, AI infrastructure spending, and rising debt levels are creating both risks and opportunities for investors.
This episode is sponsored by VanEck. Learn more about RAAX at vaneck.com/RAAXCompound/overview
►00:00 - Cold Open
►06:57 - Intro / PIMCO
►15:17 - What is The Secular Forum
►18:43 - “Rupture and Resilience”
►29:40 - Not the time for “wildly defensive “
►37:57 - AI Infrastructure
►42:15 - Valuations
►47:23 - Fixed Income
►53:53 - The New Fed Chair
►59:49 - Impact of AI
👕 Check out The Compound shop: idontshop.com
🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
The Compound Newsletter: thecompoundnews.com/subscribe
Linkedin: linkedin.com/company/the-compound-media
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
Tik Tok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket #stocks
