Jack Stevenson
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Jun 26, 2026
Talking Heads: US high yield: Resilience against interest rate and spread volatility
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Chris IgoeHOST
How has that impacted on the US oil yield market? The performance has been pretty good, but maybe you want to give your take on how things have evolved.

Jack StevensonGUEST
Firstly, it does seem like there is now a credible pathway to a resolution of the military conflict in Iran.

Jack StevensonGUEST
If we think about the time it might take for oil to flow freely again, for stockpiles to be rebuilt, for supply chains to ease, there's clearly a lot that still remains to be seen.

Jack StevensonGUEST
Then we also, from a U.S. perspective, have to consider what the fallout might be of higher energy prices impacting on gasoline prices at the pump.

Jack StevensonGUEST
The ultimate pass-through to inflation and what all this means for the consumer, let alone what the reaction function of a Fed under new leadership will be.

Chris IgoeHOST
When you look under the hood of the market and start to think about different sectors, are you picking up some of those themes, particularly around the technology aspect?
Porsche Parade 2026 – What You Need To Know
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3:36Vu NguyenHOST
How long have you been a PCA member, and how did you get to this illustrious role of yours?

Jack StevensonGUEST
Oh, I've been a member since 1994 when I bought my 87 Targa and got in it to rally and didn't realize that rallying was a big deal in the Porsche club.

Jack StevensonGUEST
So it worked out really well for me and got involved with Parade when it came to Chicago the first time National came.

Jack StevensonGUEST
I was the president of Chicago Region at the time, back in 2008 and 2009, and they came and said, hey, we're going to do a parade there.

Jack StevensonGUEST
So I ended up putting on the corral way back when and kind of got involved with the parade staff at that time, did the corral for a couple of years, then became the national rally chair.

Jack StevensonGUEST
uh did that for six years with rick larson and then i met this guy by the name of ron gordon and um you were voluntold little bourbon might have something to do with it but um ron asked me to take over for him and became the parade chair at that point um What, three and a half years ago now? This would be my fourth parade.
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