Getting Credit
"Getting Credit," an Aristotle Funds podcast, provides insights on financial markets, corporate credit and timely topics. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
Episodes
52 episodes
103: The Fed’s New Playbook
With inflation still elevated and a new Fed chair at the helm, what comes next for rates and fixed income? Dominic Nolan and Jeff Klingelhofer discuss the Fed’s evolving playbook, the inflation outlook and what it could mean for investors.<...
102: The Cost of Computation - Understanding the economics shaping the future of AI Infrastructure
Data centers have quietly become one of the fastest-growing corners of the credit market. We break down the AI infrastructure capex surge, the financing gap between construction and cash flow, and the risks underwriters are pricing into t...
101: Markets at Mid-Year - What's Happened and What's Ahead
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves, Fed expectations, and opportunities in fixed in...
100: Beyond the Pitch - Economics of the World Cup
Few events capture the world’s attention like the World Cup, with economic effects that extend far beyond the game. Join us to discuss the economic impact of the World Cup, broader market trends, and the latest from the Fed.#mutualfunds ...
99: Higher for Longer - Energy’s New Reality
As geopolitical tensions expose vulnerabilities in global energy markets, Brandon Lee of Aristotle Pacific Capital discusses why energy security has become a central issue, and why years of underinvestment, supply constraints, and shifting poli...
98: Guidance Among the Volatility - Earnings Season Signals
With earnings season half over, what are companies signaling? Join us for insights on corporate earnings, market trends, and the latest from the Fed. #mutualfunds #assetmanagement #finance Investors should ...
97: Beyond the Strait - Hormuz Disruption and Market Implications
Dive into how the disruptions around the Strait of Hormuz may shift global flows in the near term and beyond, plus where we see opportunity in fixed income. #mutualfunds #assetmanagement #finance Investors shoul...
96: Software Reset - As software slips, sentiment begins to reset
#mutualfunds #assetmanagement #finance Investors should consider a fund’s investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained...
95: Gold Rush - What's Fueling Gold's Surge
Watch Dominic Nolan, CFA, CEO of Aristotle Pacific, break down the drivers behind the gold rally and explores opportunities across fixed income, the Fed, and more.
94: Market Insights in 10 Minutes (January)
A look back at 2025 market returns and a forward-looking discussion on the Fed, economic growth, and investment opportunities as consensus forecasts set the stage for 2026.
93: Market Insights in 10 Minutes (December)
How is the housing market evolving amid affordability challenges and shifting buyer trends? Plus, the opportunities in fixed income, the health of the economy, market action, and Fed moves.
92: Market Insights in 10 Minutes (November)
A look at October’s market moves, the latest Fed decisions, signs of a resilient yet softening economy, emerging cracks in credit markets, and where opportunities may lie in fixed income.
91: Market Insights in 10 Minutes (October)
Unpack the Fed’s upcoming decisions, explore the latest market trends, and uncover opportunities in fixed income, plus the rapid evolution of the telecommunications industry.
90: Market Insights in 10 Minutes (September)
A look at the AI arms race, recent market action, the state of the economy, Fed expectations, and opportunities in fixed income. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
89: Market Insights in 10 Minutes (August)
A look into the groundbreaking GENIUS Act recently passed by Congress and what it may mean to businesses and the economy, the Fed’s next moves, recent market action, and opportunities in fixed income. Host: Dominic Nolan, CEO of Aristotle Pacif...
88: Market Insights in 10 Minutes (July)
How have economic forecasters done so far in 2025? Plus, opportunities in fixed income, Fed expectations, tariff talk and market action. Host: Dominic Nolan, CEO of Aristotle Pacific Capital.
87: Analyze This—The Power Grid
Aristotle Pacific analyst Abre Kaizar discusses impacts of alternative energy, climate change, aging infrastructure, EVs and AI on the power grid. Guest host: Alex Warren.
86: Market Insight in 10 Minutes (June)
Aristotle Pacific CEO Dominic Nolan looks at lessons learned from the retiring Warren Buffett, plus opportunities in fixed income, recent market action, the economy, and Fed.
85: Market Insights in 10 Minutes (May)
Dominic Nolan, CEO of Aristotle Pacific Capital, takes a look at the art of the tariff deal, recent market volatility, the economy, the Fed, and opportunities in fixed income.
84: Analyze This — The Banking Sector's Makeover
Ivor Schucking, head of credit for Aristotle Pacific Capital, explains why he believes regulators have finally won the decades-long battle to de-risk the global banking system.
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.
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.
81: Market Insights in 10 Minutes (February)
Dominic Nolan, CEO of Aristotle Pacific Capital, looks at the potential economic impacts of the new Trump administration, the state of the markets and economy, Fed expectations and opportunities in fixed income.