Introduction

CNBC’s Bob Pisani spoke with Alex Morris, President and CIO of F-M Investments, and John Davi, founder and CIO of Astoria Portfolio Advisors. They took a closer look at the ripple effects of Europe’s energy crisis and fluctuating demand in China. They discussed the advent of single-bond ETFs. As investors clamor for heftier yields and move from thinking “there is no alternative” to “there are reasonable alternatives,” more and more market participants are clamoring for exposure to targeted Treasuries like the 2-year Treasury note. Turns out, there’s an ETF for that! In the Markets ‘102’ portion of the podcast, Bob continues the conversation with John Davi from Astoria Portfolio Advisors.