January 12, 2021

Identifying trends that create impactful investment opportunities since 1955

Evolution of Fixed Income Markets with Phil Cichlar

In this episode I speak with Phil Cichlar, Fixed Income Specialist for Jane Street about the evolution of fixed income and the narrowing divide between retail and institutional investors.

RSS Import: Original Source

Disclosures

More from VanEck

Find out how the discovery of Mountain Pass shaped rare earth history. #rareearths #uranium

Sep 17, 2025

Nick Frasse on CNBC: Fabless chipmakers reinvest in R&D, driving #AI’s next wave.

Sep 16, 2025

Nick Frasse on CNBC: #AI is a super cycle. We’re still in the early innings of massive growth.

Sep 16, 2025

Hear how #Apple and #MPMaterials are scaling rare earth recycling.

Sep 16, 2025

Trends with Benefits #140: Inside MP Materials and America’s Rare Earth Revival>

Key Takeaways Ryan Corbett explains how MP Materials is rebuilding domestic rare earth processing and magnet manufacturing, securing supply chains for tech, EVs, and defense. The U.S. is fighting back against China’s rare earth dominance with bold ...

Sep 16, 2025

Inside MP Materials and America’s Rare Earth Revival

MP Materials CFO Ryan Corbett shares how his firm is rebuilding America’s rare earth supply chain by securing magnets for EVs, defense, and tech in a post-China world. 00:00 Intro 02:23 The Importance of Rare Earths 04:54 MP Materials: A Brief ...

Sep 16, 2025

BDCs: An Alternative Way to Access the Benefits of Private Credit>

Key Takeaways: BDCs provide capital to small and mid-sized businesses while delivering high dividend income to investors. BDCs offer liquid, accessible exposure to private markets, bridging the gap between banks and private equity. Investors should ...

Sep 15, 2025

SHYD: Efficient Access to Hard-to-Access HY Munis>

Key Takeaways: Most high-yield muni issuance is long-dated, making short maturities under 10 years rare. Limited supply and investors holding to maturity make them even harder to access. Short HY munis currently deliver about 290 basis points of ...

Sep 15, 2025

Jan van Eck appeared on CNBC today to discuss the outlook for crypto.

With clearer regulation, major players like Coinbase and Gemini are set to expand, and consolidation may define the next phase of the market. Continue reading

Sep 12, 2025

Jan van Eck appeared on CNBC today to discuss how central banks now hold more gold than Treasuries.

Sep 12, 2025

Nvidia Earnings: Systems, Not Just GPUs>

Key Takeaways: Nvidia is evolving into a full systems company, with networking as a major new growth driver. Semiconductor cyclicality now stems from industry concentration, not traditional oversupply. AI CapEx is becoming a structural baseline, with ...

Sep 12, 2025

Hear how #GameStop still sparks strong investor conversation.

Sep 12, 2025

Nvidia Earnings: Systems, Not Just GPUs>

Sep 12, 2025

CNY Strength and DM Bond Weakness Drive EM Outperformance>

Key Takeaways: EM bonds are far outpacing DM bonds (again!) as G10 yields rise and CNY strengthens. EM inflation has eased while DM inflation builds, with little reform risk. CNY strength is, boosting broader EMFX as China trade links with EM are ...

Sep 11, 2025

Bitcoin offers protection, but volatility keeps investors cautious.

Sep 11, 2025

Hear how #Carnival’s rebound shows contrarian investing in action.

Sep 11, 2025

Matthew Sigel joined CNBC to discuss the competition against Apple and Google Play.

Sep 10, 2025

Miners Find Their Mojo as Gold Consolidates>

Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager , featuring her unique views on mining and gold’s portfolio benefits. Key Takeaways: Gold range-bound near $3,300/oz, with catalysts like Fed turmoil and global risks ...

Sep 10, 2025

Then vs. Now: A Consistent Philosophy for a Changing World>

When Russell Brennan, AVP, Accounting and Valuation Oversight, first joined the firm, he recalls the space being so cramped that there was a conference room with four desks squeezed into it. “The oxygen plummeted if someone shut the door,” he jokes. ...

Sep 10, 2025

Electricity costs are surging, and AI could supercharge demand.

Sep 10, 2025

Jamie Wise explains how emojis like 🚀 now signal market optimism.

Sep 10, 2025

August Market Recap: When Gold Speaks, Markets Listen>

Key Takeaways: Gold’s surge signals eroding trust in money as deficits, debt, and geopolitics collide. Fiscal excess vs. AI innovation: the forces set to define investing for the next decade. Beyond 60/40: portfolios need gold, Bitcoin, AI, and ...

Sep 09, 2025

BDC Investing: A Comprehensive Guide for Investors>

Key Takeaways: Dividend investing can offers growth, but success depends on avoiding unsustainable payouts and dividend traps. Strong strategies focus on financial health, balance sheets, and fair valuations, not just yield. Align your dividend plan ...

Sep 09, 2025

#Oklo is gaining attention as #AI drives demand for #nuclearenergy.

Sep 09, 2025

SMID-Cap Moats Outpace Large-Caps in August>

Key Takeaways: Moat Index rose 1.7%, with semis & healthcare offsetting energy headwinds. Monolithic Power and Zimmer Biomet were top Moat Index contributors. SMID Moat Index gained 3.1%, outpacing large-cap and equal-weight peers. Wynn Resorts and ...

Sep 09, 2025