2min chapter

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What's the negative catalyst? (EP.291)

Animal Spirits Podcast

CHAPTER

Fixed Income Can Compete With Bonds?

A lot of people are asking like, why did the stock market roll over again there? They were saying that like they were talking tough. There's hawkish rhetoric. It just has to be some sort of combination of recession fears, the Fed making a big mistake and staying too long or earnings falling. The other question that I have is fixed income really does compete with bonds. In a world where you can get risk-free returns, it makes going elsewhere relatively less attractive.

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