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PineBridge Investments Insights Podcast

PineBridge Investments Insights Podcast

By: PineBridge Investments
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

© 2026 PineBridge Investments Economics Personal Finance Politics & Government
Episodes
  • Japan’s Reflation Experiment: BoJ Hikes, Weak Technicals, and Yen Upside

    Japan’s Reflation Experiment: BoJ Hikes, Weak Technicals, and Yen Upside
    Mar 11 2026

    We explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.
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    16 mins
  • From Bubble Talk to Sequencing: 2025 Takeaways for 2026

    From Bubble Talk to Sequencing: 2025 Takeaways for 2026
    Jan 9 2026

    We revisit 2025’s defining themes, and discuss why ‘sequencing’ - timing entries and exits around range bound rate moves and curve shape rather than level - matters as markets stabilize and growth re-accelerates.

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    22 mins
  • AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World

    AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World
    Dec 9 2025

    Marc Mogull and Hani Redha dive into macro trends, technological change, inflation’s “higher resting heart rate,” and the growing importance of asset scarcity and trust.

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    24 mins
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