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17min chapter
The Blue Chips of Junk
The Compound and Friends
Navigating the Junk Bond Landscape
This chapter examines the state of junk bonds and credit markets, emphasizing the growing strength of companies within these sectors amid rising non-bank lending. It discusses the risks associated with market narratives, economic performance expectations, and consumer spending effects on recession signals. Additionally, insights into trade policy uncertainty and recent trends in stocks versus bonds highlight the evolving dynamics of investment strategies.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode