Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)
Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times.
Bill dives into the complexities of the current economic landscape, unpacking the ripple effects of tariffs, debt management, and U.S. domestic policy on global markets. As this vibrant conversation unfolds, you’ll gain insights into how these factors can influence fixed income strategies and your investment portfolio’s stability.
- Unraveling Tariff Impacts and Market Volatility [00:07:37]
- Exploring Fair Reciprocation and Trade Goals [00:15:42]
- Navigating Bond Markets Amidst Policy Changes [00:24:15]
- The Global Currency Context and The Future of the Dollar [00:34:31]
Connect with Nicole Romito:
Connect with Bill Campbell:
About Bill Campbell:
Bill Campbell is a Portfolio Manager at DoubleLine Capital LP, where he co-manages the DoubleLine Global Bond Strategy and serves as a permanent member of the firm’s Fixed Income Asset Allocation Committee. With a focus on Developed Markets, CEEMEA (Central and Eastern Europe, Middle East, and Africa), and China, he plays a key role in shaping global fixed income strategy. Since joining DoubleLine in 2013, Bill has become a trusted voice in navigating complex macroeconomic environments and emerging market dynamics.
Prior to his tenure at DoubleLine, Bill built a robust background in investment management. He held roles at Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager, and previously worked at Nuveen Investments and John Hancock Financial. Bill holds a Bachelor of Science in Business Economics and International Business, as well as a Bachelor of Arts in English from Pennsylvania State University. Known for his sharp analytical skills and global perspective, he continues to be a leading figure in fixed income investing.
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