Aristotle Funds | 103: The Fed’s New Playbook

Hosted by

Dominic Nolan, CFA

CEO of Aristotle Pacific Capital

Jeff Klingelhofer

Portfolio Manager, Aristotle Pacific Capital

About

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

More Episodes

August 11, 2026

102: The Cost of Computation

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 the sector. Plus, the latest market moves, Fed expectations, and where we see opportunity in fixed income.

July 16, 2026

101: Markets at Mid-Year

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 income.

June 9, 2026

100: Beyond the Pitch

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.

June 4, 2026

99: Higher for Longer: Energy’s New Reality (June)

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 policy priorities may keep energy prices higher for longer.

May 12, 2026

98: Guidance Among the Volatility: Earnings Season Signals (May)

With earnings season half over, what are companies signaling? Join us for insights on corporate earnings, market trends, and the latest from the Fed.

April 7, 2026

97: Beyond the Strait - Hormuz Disruption and Market Implications (April)

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.

March 5, 2026

96: Getting Credit Software Reset (March)

Tune in to hear how the rapid expansion of AI‑related investment is influencing credit markets, from Mag 7 volatility to rising capex and shifting private credit dynamics, plus opportunities in fixed income.

February 11, 2026

95: Gold Rush: What's Fueling Gold's Surge (February)

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.

January 14, 2026

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.

December 11, 2025

93: Market Insights in 10 Minutes (December)

How is the housing market evolving amid affordability challenges and shifting buyer trends? Plus, opportunities in fixed income, the health of the economy, market action, and Fed moves.

November 13, 2025

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.

October 9, 2025

91: Market Insights in 10 Minutes (October)

A look into the future of telecommunications, recent market action, the state of the economy, Fed expectations, and opportunities in fixed income.

September 8, 2025

90: Market Insights in 10 Minutes (September)

A look into the AI arms race, recent market action, the state of the economy, Fed expectations, and opportunities in fixed income.

August 11, 2025

89: Market Insights in 10 Minutes (August)

A look into the groundbreaking GENIUS Act and what it may mean to businesses and the economy, the Fed’s next moves, recent market action, and opportunities in fixed income.

July 14, 2025

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.

June 16, 2025

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.

June 6, 2025

86: Market Insights 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.

May 9, 2025

85: Market Insights in 10 Minutes (May)

A look at the art of the tariff deal, the recent market volatility, the economy, the Fed, and opportunities in fixed income.

April 21, 2025

84: Getting Credit — 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.

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.