8 Episodes
Monthly Cadence
2025 First episode About Angel Oak Macro Blitz Presented by Angel Oak Capital Advisors, the Macro Blitz podcast delivers a concise, data-driven take on the latest macroeconomic trends and market developments. Each month, members of the Portfolio Management team unpack key economic indicators and discuss their implications for fixed income markets and investor positioning—providing timely insights to help listeners stay grounded in a rapidly evolving economic landscape.
https://angeloakcapital.com/social/
Publisher Angel Oak Capital Advisors
Category business
Language en
Explicit No
First episode 29 Jul 2025
Latest episode 2 Sept 2026 Latest episodes 8 episodes in the feed.
2 Sept 2026
Angel Oak Macro Blitz | After Jackson Hole Jackson Hole put the Federal Reserve back at the center of the market conversation. In this episode, we unpack the key messages from Chairman Kevin Warsh's speech, what they could mean for the path of interest rates and inflation, and why housing affordability may improve over time even without a meaningful decline in home prices.
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Consumer Price Index (CPI): An index that measures changes in the prices of a basket of goods and services purchased by consumers and is commonly used to gauge inflation.
Core Personal Consumption Expenditures (PCE) Price Index: An index that measures changes in consumer prices excluding food and energy to provide a clearer view of underlying inflation trends.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or . The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
9 Jun 2026
Angel Oak Macro Blitz Podcast | June 2026 This month’s episode examines a stronger-than-expected payroll report that signals continued economic resilience—but with key caveats around sustainability. The team connects the dots across shifting Federal Reserve expectations, rising yields, and growing signs of consumer strain to deliver a more nuanced outlook for the second half of 2026.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or . The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
4 Mar 2026
Angel Oak Macro Blitz | Banks Return to MBS After years on the sidelines, banks are returning to mortgage-backed securities. This episode explores the forces driving the shift, from stronger balance sheets to a steepening yield curve, and what it signals for long-term MBS demand.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
11 Feb 2026
Angel Oak Macro Blitz | February 2026 The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Federal Reserve chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2026 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
4 Nov 2025
Angel Oak Macro Blitz | October Rate Cut In this episode, we delve into the Federal Reserve’s unexpected tone shift following its latest interest rate cut, explore the outlook for the yield curve, and discuss the conclusion of quantitative tightening.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
9 Oct 2025
Angel Oak Macro Blitz | October 2025 With key economic data on hold due to the government shutdown, this month's installment dives into what labor market trends, Federal Reserve interest rate cuts, and falling mortgage rates could mean for investors heading into year-end.
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Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
4 Sept 2025
Angel Oak Macro Blitz | September 2025 This episode looks at how shifts in Federal Reserve policy, labor markets, and housing trends are shaping fixed income opportunities. The team also discusses consumer sentiment and its potential impact on fixed income portfolios heading into 2026.
__________
Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
29 Jul 2025
Angel Oak Macro Blitz | July 2025 Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Federal Reserve policy in the months ahead.
__________
Investing involves risk. Principal loss is possible.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here (https://angeloakcapital.com/resources/). The Prospectus or Summary Prospectus should be read carefully before investing.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
© 2025 Angel Oak Capital Advisors, which is the adviser to the Angel Oak Funds.
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