{"podcast":{"title":"The Weekly Fix","slug":"the-weekly-fix-6462690","podcast_index_feed_id":6462690,"rss_url":"https://feeds.captivate.fm/the-weekly-fix/","website_url":"https://the-weekly-fix.captivate.fm","image_url":"https://artwork.captivate.fm/2cc9be39-2838-4e24-8c38-43ec69c81012/xyB3sn5L5JVwMnRmrjCN1KXo.jpg","author":"RBC Global Asset Management (U.S.) Inc.","episode_count":136,"summary":"Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.","last_synced_at":"2026-07-08T02:17:17.447128+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690"},"episode":{"title":"Quality carry over market timing","slug":"quality-carry-over-market-timing","published_at":"2026-04-14T19:45:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/quality-carry-over-market-timing","show_page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690","url":"https://the-weekly-fix.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/0d67aeea-f7bc-4308-bdcc-2d6b4020400e.mp3","summary":"Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundamentals hold firm. Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBay Leveraged Finance team, discusses the evolving dynamics between quality carry and market timing in today's environment. The S&P recovered to flat for the year, yet investors seem to remain split between thinking they missed the rally and expecting another drop. High yield tech companies show stronger balance sheets and more diverse investor interest than their private credit counterparts, despite concerns around AI and private debt. Nearly 90% of the US high yield market carries BB or B ratings, offering potentially consistent income as private credit markets face redemption pressures.","meta_description":"Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundamentals…","key_points":[],"chapters":[],"topics":[],"duration_seconds":213,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/quality-carry-over-market-timing/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-fix-6462690/quality-carry-over-market-timing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}