What podcasts say about Mike Cudzil

What Mike Cudzil has said on podcasts

5 statements · 5 positive

1. on Fixed incomePositiveOct 6, 2026· UBS On-Air: Market Moves

   Fixed-income yields are currently attractive.

   “Yields are quite attractive in fixed income.”

   Listen at 1:04

   Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
2. on High-quality fixed-income portfolioPositiveOct 6, 2026· UBS On-Air: Market Moves

   High-quality fixed-income portfolios could generate 6%–8% yields.

   “a high-quality fixed income portfolio that could generate yields of 6%, 7%, 8%.”

   Listen at 1:19

   Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
3. 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”

   Listen at 1:34

   Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
4. on Fixed-income allocationPositiveOct 6, 2026· UBS On-Air: Market Moves

   Investors should allocate more to fixed income than several years ago.

   “whatever your allocation was to fixed income a couple years ago or three, four, five years ago, it should be higher.”

   Listen at 1:47

   Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
5. on Fixed-income allocationPositiveOct 6, 2026· UBS On-Air: Market Moves

   Portfolio investors should own somewhat more fixed income.

   “you should own a little bit more fixed income than less”

   Listen at 2:15

   Open the episode · Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)

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.