Crossover Appeal is a bi-weekly podcast about media, fandom, and who you’d ship. Hosts Annie Cardi & Walt McGough take two popular pieces of culture, analyze their thematic relationships, and then figure out how to mash 'em up together. Basically, it's like tumblr for your ears.
…
continue reading
Crossover Appeal Podcasts
Tinkers. An ethical biohacking volunteer group or a bio-terrorist organization. At the center of the new Confederacy States of America's witch-hunt sits Jason Cawfield; Activist, Teacher, Dr, Tinker. Mass murderer?
…
continue reading
While music continues to diversify and evolve, Clash endeavours to represent the crossover appeal of different styles and sounds. We feature the best new and emerging bands alongside established and popular acts and legends of the industry across our multiple media platforms - magazine and online; and through live events. http://www.clashmusic.com
…
continue reading
Hidden Aspects is a weekly Hades podcast talking about all things related to the game. Hosted by RidiculousHat and a rotating guest, each week the show takes a look at the appeal of the game, what builds we're having the most fun with, and a weekly topic to help people get better at the game. Join the discord at https://discord.gg/EbEgZEX
…
continue reading
The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
…
continue reading
In this episode of Muni 360, host Eric Kazatsky sits down with Scott Sprauer, Portfolio Manager at MacKay Municipal Managers, for a timely discussion on why municipal bonds remain a compelling option in today’s shifting market. From Fed policy and supply dynamics to the resilience of muni credit quality, Scott explains how active management and sma…
…
continue reading
Two ideas at different spots on the curve Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay…
…
continue reading
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is …
…
continue reading
1
Hospitals Prove Durability in a Dynamic Environment
3:12
3:12
Play later
Play later
Lists
Like
Liked
3:12
Healthcare has been one of the most dynamic pockets of the market uniquely facing the challenges of pandemic and now Medicaid challenges with the passing of the OBBA, however hospitals have remained resilient evidenced by improving median metrics. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York …
…
continue reading
Issuance is up, the curve is steepening, and tax policy is finally clear—conditions that have muni investors taking a closer look. In this episode, host Chris Roberti is joined by Matt Hage, Portfolio Manager at MacKay Municipal Managers, for a timely look at market dynamics and positioning. Matt shares why issuance is running 20% above last year’s…
…
continue reading
1
States vs. OBBBA: Financial Fallout Overhyped?
3:59
3:59
Play later
Play later
Lists
Like
Liked
3:59
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is …
…
continue reading
1
Now is the time to build-in durable tax-exempt income
2:31
2:31
Play later
Play later
Lists
Like
Liked
2:31
The difference in yields between the 2 year and 30 year points on the municipal yield curve is the highest it’s been in 5 years. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.…
…
continue reading
Crossover buyers recently started investing in munis Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shie…
…
continue reading
The muni market in 2025 is marked by heavy issuance, steeper curves, and clear tax policy—and investors are watching how it all plays out. In this episode, host Eric Kazatsky welcomes back Mike Denlinger, Portfolio Manager at MacKay Municipal Managers, for a midyear review of their Top 5 Insights. They unpack what’s actually driving underperformanc…
…
continue reading
1
Our approach to the tax-exempt high yield market
4:56
4:56
Play later
Play later
Lists
Like
Liked
4:56
MacKay Municipal Managers’ philosophy on high yield munis. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKa…
…
continue reading
The muni market in 2025 is shaped by shifting supply, political headlines, and an evolving rate environment and investors are watching closely. In this episode, host Chris Roberti is joined by Ian France, Credit Analyst and Portfolio Manager at MacKay Municipal Managers, to unpack the key trends so far this year. From elevated new issuance and lack…
…
continue reading
1
Oversubscriptions highlight the level of demand
3:09
3:09
Play later
Play later
Lists
Like
Liked
3:09
New deals are seeing oversubscriptions. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay S…
…
continue reading
1
The Importance of Municipal to Treasury Ratios
3:26
3:26
Play later
Play later
Lists
Like
Liked
3:26
We explain why municipal to treasury ratios are important to municipal bond investors. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of…
…
continue reading
1
Worth its SALT: Why this policy debate matters to municipal bond investors
4:13
4:13
Play later
Play later
Lists
Like
Liked
4:13
We explain the State and Local Tax deduction cap and the extent to which it impacts municipal bond investors Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal…
…
continue reading
Absolute yields in municipals are attractive and the yield at which you purchase fixed income is critical. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal M…
…
continue reading
Despite persistent volatility and a looming rate pivot, the fixed income market is showing signs of renewed opportunity – if you know where to look. IIn this episode, host Chris Roberti is joined by Scott Sprauer, Senior Portfolio Manager at MacKay Municipal Managers, to explore the evolving dynamics in the municipal market. The conversation covers…
…
continue reading
Issuance for taxable muni’s is up 29% compared to the same time last year Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio ma…
…
continue reading
Continued resilient demand amid strong supply for the year provides insights into valuations Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a t…
…
continue reading
The ongoing new issue supply wave continues to create opportunities for active managers Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team o…
…
continue reading
Uncertainty in the municipal bond market isn’t new but how you respond to it makes all the difference. With spreads widening, rates rising, and liquidity tight, active management is being put to the test. In this episode, host Chris Roberti is joined by Matt Hage, Portfolio Manager and Trader at MacKay Municipal Managers, speaking from the firm’s t…
…
continue reading
A discussion around recent market volatility Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. Mac…
…
continue reading
A discussion around how policy changes might impact the higher education sector Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfo…
…
continue reading
A discussion around tax-exemption status of municipal bonds Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacK…
…
continue reading
Host Chris Roberti welcomes Portfolio Manager and Trader Sunny Gill from the MacKay Municipal Managers trading desk in Los Angeles. They discuss key themes shaping the municipal bond market in 2025, including rate volatility, increasing supply, and credit fundamentals. Sunny provides insights on how investors can identify opportunities amid shiftin…
…
continue reading
Issuance ticked up in the higher education sector, with various results Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio mana…
…
continue reading
Host Chris Roberti sits down with Mike Denlinger, Portfolio Manager at MacKay Municipal Managers, to break down the biggest trends shaping the municipal bond market in 2025. Instead of just focusing on interest rates and inflation, investors now need to pay closer attention to picking the right bonds and sectors. Mike shares insights on market shif…
…
continue reading
The first month of 2025 has already broken records in terms of supply, what’s the trend ahead and how do technicals play a role for the rest of the quarter? Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments…
…
continue reading
The current pace of supply is coming in lower than what some expected so far in 2025. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of …
…
continue reading
Attractively priced new issues are being met with robust demand Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at …
…
continue reading
1
The Old Normal is Back. Prepare with Meaningful Municipal Allocations
14:52
14:52
Play later
Play later
Lists
Like
Liked
14:52
In this episode, host Chris Roberti is joined by Scott Sprauer, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, directly from the Los Angeles trading desk. Scott shares his team's top five insights for the municipal bond market in 2025, offering a roadmap for navigating the complexities of a shifting market. From tax-fr…
…
continue reading
1
Municipal bonds still offering a healthy income stream
3:37
3:37
Play later
Play later
Lists
Like
Liked
3:37
A decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacK…
…
continue reading
1
Solid credit fundamentals anchor municipal market
2:54
2:54
Play later
Play later
Lists
Like
Liked
2:54
Though some of the year end volatility may be a preview of what is to come in 2025, we believe that the solid fundamentals in the municipal market will persist and be a stabilizing factor. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presen…
…
continue reading
On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market as we head nearer to the holidays, towards the end of 2024. Matt is a portfolio manager with focus on the investment grade segment of the municipal market. Together, Matt and Chris discuss how 2024 has been a s…
…
continue reading
Elevated issuance continues but the market is absorbing it in an orderly fashion Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portf…
…
continue reading
1
Heavy issuance is being met with robust demand
3:48
3:48
Play later
Play later
Lists
Like
Liked
3:48
Some new issues are oversubscribed Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shield…
…
continue reading
1
Finding Value in the Home Stretch of 2024
23:52
23:52
Play later
Play later
Lists
Like
Liked
23:52
On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market post-election, down the home stretch of 2024. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess how the election is already affecting the market, d…
…
continue reading
We provide a quick initial take on the results of the November 2024 election Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio…
…
continue reading
The municipal market is benefiting from strong investor demand, and any slowdown in new supply could further boost performance. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.c…
…
continue reading
1
Temporary supply pressure opens the door to investment opportunities
2:40
2:40
Play later
Play later
Lists
Like
Liked
2:40
Issuers are temporarily motivated to raise capital before any potential volatility that may arise from the election. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay M…
…
continue reading
In this episode of The Muni 360 Podcast, host Chris Roberti is joined by Alex McLaughlin from the Los Angeles trading desk, a credit analyst specializing in the healthcare sector. Together, they explore key trends shaping the municipal bond market as we enter the fourth quarter of 2024, such as the notable rise in issuance. Alex shares his expert p…
…
continue reading
Details on City of New York deal and credit surveillance during natural disasters. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of por…
…
continue reading
1
Municipal Bonds Still Offering a Healthy Income Stream
5:29
5:29
Play later
Play later
Lists
Like
Liked
5:29
A decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacK…
…
continue reading
1
Are you making the most of the current opportunity?
3:35
3:35
Play later
Play later
Lists
Like
Liked
3:35
We discuss how a temporary technical imbalance could resolve favorably, as well as the current shape of the municipal yield curve and the opportunities that it presents. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Lif…
…
continue reading
1
Strong Issuance and Attractive Opportunities Continue
18:47
18:47
Play later
Play later
Lists
Like
Liked
18:47
On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market as of September 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market. Along with Chris, he guides the listener through updates on the municipal landscape, as attractive opp…
…
continue reading
Credit upgrades are still outnumbering downgrades Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields…
…
continue reading
Robust new issue supply is creating relative value opportunities. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers a…
…
continue reading
1
Sorting through a Complex, Yet Attractive Market Landscape
18:24
18:24
Play later
Play later
Lists
Like
Liked
18:24
On this episode, host Chris Roberti sits down with Mike Denlinger from the Los Angeles trading desk to discuss how the muni market is looking in late summer 2024, portfolio positioning, an update on credit fundamentals and more. Mike is Managing Director and Portfolio manager with focus on the investment grade segment of the municipal business. So,…
…
continue reading
1
Volatility Creates Opportunities To Play Offense
2:39
2:39
Play later
Play later
Lists
Like
Liked
2:39
This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…
…
continue reading
This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…
…
continue reading
What’s up this week in the municipal markets? Find out. The Muni 360 Weekly Wrap Up Podcast covers the municipal landscape from the lens of the trading desk, supply/demand dynamics, views on volatility, and key themes for investors to consider. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and us…
…
continue reading
