PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.
00:00 – 02:46 Manny on markets
02:46 – 04:24 Martina on bond issuance
04:24 – 08:02 Manny on private debt opportunities
08:02 – 09:44 S&P Global Ratings approach to private debt
09:44 – 12:46 Manny on AI & ChatGPT
12:46 – 15:41 Martina on transition finance
15:41 – 18:16 Manny on working in a downturn
18:16 – 20:15 credit ratings in tough economic times
20:15 – 24:16 PIMCO’s Global Advisory Board
24:16 – 25:34 Martina on mood at Davos
25:34 – 27:49 Working life at PIMCO post-Bill Gross
27:49 – 31:15 Discussion on the intergenerational wealth transfer
31:15 – 33:52 Manny advice for finance graduates
33:52 – 34:55 Martina personal & professional 2023 goals
34:55 – 37:29 Manny & Martina on Arsenal and football
37:29 – 37:52 Martina’s life advice
37:52 – 40:11 Manny’s life advice
40:11 – end Manny’s next guest recommendation
