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EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street.

With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal.

In this conversation, Tim and Libby covered:

→ Why markets consistently misread Washington's power structure

→ The Iran conflict and what elevated oil prices mean for the US consumer

→ America's $36 trillion debt problem and the 2033 inflection point nobody is talking about

→ The 2026 midterms and the single variable that matters most to markets

→ Why China's technological ambition is the underpriced geopolitical risk of our time

One of the most substantive macro conversations we've had on the show. Essential listening for anyone serious about understanding how policy shapes portfolios.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.