Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher
Monetary Matters with Jack Farley
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Navigating Bond Investment Risks
This chapter explores the complexities of bond investments, focusing on credit risk versus duration risk amidst shifting market conditions. The speakers highlight the rise of private credit and anticipated ETFs, discussing their implications for traditional banking and their potential to reshape investment strategies. They also examine the effects of rising interest rates on commercial real estate and the broader economic landscape, including the influence of upcoming elections on market dynamics.
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