Podcasts

Jeffrey Cleveland, chief economist at Payden & Rygel, discusses the Federal Reserve’s upcoming meeting, inflation, what taper will mean, when the Fed might decide to lift off, and possible leadership changes. Gary Siegel hosts. (30 minutes)

Neeraj Arora of Morgan Lewis explores trends and risks in energy storage and its continued growth during the pandemic. Paul Burton hosts. (27 minutes)

Geoffrey Buswick and Todd Kanaster of S&P Global Ratings, talk with Chip Barnett about all things cryptocurrency. They look at why municipalities are getting into blockchain technology and crypto. What are the risks and rewards?

Challenges abound in meeting the needs of both investors and issuers in incorporating environmental, social and governance factors into the municipal market. Jasper Cox, Fixed Income Analyst at the PRI, Principles for Responsible Investment, gives insights into how the market can adapt. Lynne Funk hosts. (23 minutes)

Chris Johns and JT Thompson, portfolio managers at the Aquila Group of Funds talk about the possible return of a BABs-like program and if it’s good or bad news for the tax-exempt bond market. They also discuss infrastructure, tax-exempt advance refundings and monetary policy. (21 minutes)

Rachael Fauss of watchdog organization Reinvent Albany has a wish list for New York's new governor, Kathy Hochul, that includes a culture shift in budgeting. "We don't want to see business conducted in the dead of night." Paul Burton hosts. (15 minutes).

With the 20th anniversary of the 9/11 attacks still fresh in our minds, Michael Barasch, managing partner at Barasch & McGarry, says less than 8% of the civilians who were in Lower Manhattan that day and the months after have registered for free federal programs offering health care protections and benefits. Municipal bond industry workers who worked or lived downtown in the several months that followed 9/11 can benefit from these programs too. Chip Barnett hosts. (15 minutes)

On the 20th anniversary of the Sept. 11 attacks, Howard Cure of Evercore Wealth Management and Andrew Rein of the Citizens Budget Commission share memories of that day, how New York managed the crisis and prospects today as the city looks to recover from the pandemic. Paul Burton hosts. (26 minutes)

Cooper Howard, director of fixed income strategy at the Schwab Center for Financial Research, talks with Chip Barnett about what municipal bond investors can expect in the second half of the year – low yields and strong fundamentals. He looks at continuing bond fund inflows, rising taxable issuance and compressed spreads. (14 minutes/Taped Aug. 3).

John Ceffalio, Senior Municipal Research Analyst at CreditSights, talks with Chip Barnett about what to expect in the second half of the year. He discusses municipal bond market fundamentals, credit and climate disclosure. And he looks at the pandemic’s long-term risks for U.S. cities as the work-from-home culture becomes stronger and how higher education will cope with a new reality. (18 minutes)