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Aristotle Pacific’s Jeffrey Klingelhofer Live on "Excess Returns" Podcast

Air Date July 6, 2026

Aristotle Pacific’s Jeffrey Klingelhofer, CFA, joined Jack Forehand and Justin Carbonneau live on the “Excess Returns” podcast to discuss the current macroeconomic landscape, including inflation, Federal Reserve policy, AI-driven capital investment, fixed income markets, and the factors shaping today’s investment environment.  

Watch the full interview below.

Jeff Klingelhofer
Managing Director, Portfolio Manager


About Aristotle Pacific
Aristotle Pacific Capital is a Newport Beach, Calif.-based registered investment adviser that actively invests in credit securities on the basis of fundamental credit analysis with the objective of identifying and realizing relative value. The firm manages credit strategies across floating-rate loans, CLOs, multi-sector, high-yield, investment-grade, and short-duration bonds.

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