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Masters in Business

Mike Swell on Global Fixed Income Investors (Podcast)

Masters in Business

Bloomberg

Investing, Entrepreneurship, Business

4.42.2K Ratings

🗓️ 11 December 2020

⏱️ 65 minutes

🧾️ Download transcript

Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He joined the firm in 2007 as a managing director and head of structured products. Swell manages over $700 billion dollars in fixed income assets for GSAM.

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Transcript

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0:00.0

This is Masters in Business with Barry Rittoltz on Bloomberg Radio.

0:07.6

This week on the podcast, I have an extra special guest.

0:11.6

His name is Mike Swell.

0:13.3

He's the head of Fixed Income Portfolio Management at G-SAM.

0:17.8

That's Goldman Sachs Asset Management Group.

0:21.1

They run over $700 billion just on Fixed Income side.

0:26.5

And man, let me tell you, this is a master class in Fixed Income investing.

0:32.8

If you are interested in where to get yield, how to pursue it, what the risks are involved,

0:40.3

where there are the best opportunities for Fixed Income investing, where you're not getting

0:45.3

paid to take risk, I don't even know what else to say.

0:50.8

One of the most knowledgeable people I've ever heard in the Fixed Income space, I would

0:55.3

imagine you probably have to know a thing or two if you're going to run Fixed Income

0:59.4

for Goldman Sachs.

1:02.1

Absolutely, must listen, a fascinating, fascinating conversation.

1:06.9

I learned a ton of stuff, and I consider myself somewhat knowledgeable in the space.

1:11.9

I think that I'm going to listen to this episode repeatedly, just because it was so dense

1:18.4

and so filled with really fascinating information.

1:22.2

He's had a really intriguing career and has really put up some incredible insight and lots

1:30.8

of great numbers over the time.

1:33.2

G-Sam runs a variety of different mutual funds.

1:37.0

There are five or so that Swell is either in charge of supervising or a manager of

1:43.3

or a co-manager of.

...

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