
Mike Cudzil
PersonHeard in 1 episode across 1 show since Oct 2026
Mike Cudzil is a managing director and generalist portfolio manager at PIMCO, based in the firm's Newport Beach office. He is a rotating member of the PIMCO Investment Committee and is known for his expertise in fixed income, mortgage securities and other securitized products.
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Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 0 |
| Oct 2026 | 1 |
What Mike Cudzil has said on podcasts
5 statements
Fixed-income yields are currently attractive.
“Yields are quite attractive in fixed income.”
Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)Listen at 1:04
High-quality fixed-income portfolios could generate 6%–8% yields.
“a high-quality fixed income portfolio that could generate yields of 6%, 7%, 8%.”
Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)Listen at 1:19
- on Fixed-income book yields and five-year forward returnsPositiveOct 6, 2026· UBS On-Air: Market Moves
Five-year forward returns have a 94% correlation with starting book yields.
“94% correlation of five-year forward returns to those book yields”
Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)Listen at 1:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
1 episode featuring Mike Cudzil, newest first