Mike Swell
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Mike Swell fits The Navigator because he charts fixed income markets by reading structural asymmetries others overlook. His barbell approach, pairing Fed-adjacent assets with high-yield credit on the periphery, reflects a chart-reading sensibility rather than conviction-driven bets. Relative value serves as his compass through market heterogeneity, and every course he plots anchors back to client outcomes and risk calibration.
“A bunch. So I kind of have a theme in the books that I read. Almost all are nonfiction. And I would say that the two themes are read a lot on investments and I read a lot about income inequality and historical racism in our country.”
“So, 10, 15 years ago, no, when I was taking economics classes, no, when rates were eight, nine percent, they didn't say, well, what does it take for rates to become negative? That wasn't kind of even discussed. So the answer is no.”
“So I would say that two people very early in my career early Man Brothers had a pretty big impact and it was less about kind of over the course of a long period of time but single events that had a real big impact on me. And so one was this gentleman Mike McKeever who headed a lot of capital markets.”
“Country where people are lining up for hours to get food. That's not where our country needs to be. And so I think that the incentives are likely to be aligned to pass something. It's likely not to be as big as what we thought about last year in terms of a $3 billion package. But I think that you're likely to see something.”
Masters in Business: “Mike Swell on Global Fixed Income Investors (Podcast)”
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