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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode of The OpenYield Markets Podcast, host Mark Hebert sits down with The Nomad of Fixed Income, Christopher Brigati, Chief Investment Officer & Managing Director at SWBC, a highly respected voice in the municipal and broader fixed-income market.
With more than 25 years of experience including senior roles at Valley National Bank, Advisors Asset Management, and Morgan Stanley, Chris shares a practitioner’s view of today’s macro landscape: stretched valuations, Fed uncertainty, geopolitical risk, and potential cracks forming in munis, corporates, and equities.
The conversation covers:
- Why markets keep grinding higher despite rising macro uncertainty
- Fed pivots and the split emerging inside the FOMC
- Munis: soaring issuance, weakening rainy-day funds, and tax-equivalent yields
- Equities: AI-driven valuations and why small/mid-caps may be the overlooked trade of 2025
Chris shares personal insights, including his favorite golf course, his go-to drink, and his S&P 500 prediction for the end of 2026.
🔔 Subscribe for more episodes featuring leaders shaping the future of fixed income and modern market structure.
9 episodes
