Pimco's Roman and Ivascyn on Credit Markets and Volatility

The video discusses PIMCO's insights on key economic drivers, growth areas, and market opportunities. It explores private credit markets, market froth, and the illiquidity premium. The discussion includes market dynamics, liquidity management, and the impact of generational experience on investment perspectives. PIMCO emphasizes defensive strategies and anticipates a more challenging market environment in the future.

How has the investor landscape changed over the last decade according to the speakers?

In what ways do generational experiences influence investor biases?

What strategies do the speakers suggest for navigating a tumultuous market?