Excess Returns cover image

Passive Investing, Inflation and the Bifurcated Economy with Mike Green

Excess Returns

CHAPTER

Analyzing Inflation, Interest Rates, and the Economy

An in-depth discussion on the intricate interplay between inflation swaps, interest rates, and economic factors impacting two year bonds, and the looming threat of a credit crisis due to disparities in economic support. The chapter sheds light on potential risks of credit deterioration and the importance of implementing a hedging strategy amidst widening credit spreads.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner