Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience

Hey, everybody.

Welcome to another episode of Accrued Interest, PIMCO's podcast dedicated to serving financial advisors and their clients.

Really excited to bring to you today a discussion with Dan Iveson, Group CIO of PIMCO.

We try to have Dan on at least a couple of times a year.

We do it in January to give us a start on the year and talk about what we're expecting.

And we reconnect with Dan around this time.

see what's happened maybe what we got right what we got wrong um and what we're thinking for the balance of the year uh lucky enough uh to have dan in new york city uh here with us today so we can do this in person hey dan welcome thanks for joining

us great to be here greg and a lot going on yeah

how are you enjoying the city this week got a lot going on it's all right it's

all right it's all right yeah as far as personal interest in sports go not not exactly uh i'd hope should we

get this out of the way before we move on with the dan is a lifelong lifelong celtics fan

lifelong oh absolutely

we've talked about yeah okay and so this is a this is a tough this is a tough week for you to be in new

york it's a tough week all right and it's getting even more challenging yes

it was it was looking better until the last seven seconds of the game last night

correct i went to bed uh right at the beginning of the fourth quarter so it wasn't as traumatic as it could have been But

yeah, at least it's good

fun.

It's good fun.

I know there are a lot of advisors from New York, so I don't want to be we should probably move on to the content.

I think I think advisors from New York appreciate your your interest in sports, whether or not they necessarily agree with your choice of teams.

Hey, everybody.

Welcome to another episode of Accrued Interest, PIMCO's podcast dedicated to serving financial advisors and their clients.

Really excited to bring to you today a discussion with Dan Iveson, Group CIO of PIMCO.

We try to have Dan on at least a couple of times a year.

We do it in January to give us a start on the year and talk about what we're expecting.

And we reconnect with Dan around this time.

see what's happened maybe what we got right what we got wrong um and what we're thinking for the balance of the year uh lucky enough uh to have dan in new york city uh here with us today so we can do this in person hey dan welcome thanks for joining

us great to be here greg and a lot going on yeah

how are you enjoying the city this week got a lot going on it's all right it's

all right it's all right yeah as far as personal interest in sports go not not exactly uh i'd hope should we

get this out of the way before we move on with the dan is a lifelong lifelong celtics fan

lifelong oh absolutely

we've talked about yeah okay and so this is a this is a tough this is a tough week for you to be in new

york it's a tough week all right and it's getting even more challenging yes

it was it was looking better until the last seven seconds of the game last night

correct i went to bed uh right at the beginning of the fourth quarter so it wasn't as traumatic as it could have been But

yeah, at least it's good

fun.

It's good fun.

I know there are a lot of advisors from New York, so I don't want to be we should probably move on to the content.

I think I think advisors from New York appreciate your your interest in sports, whether or not they necessarily agree with your choice of teams.