2min chapter

Hedgeye Podcasts cover image

Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

CHAPTER

The Fed's Raising Rates

I think we started with the issue that the Fed was raising rates. SIFMA was going up and all these funds had to unload their low coupon bonds. Then I think you had this credit concern, right? And then I think now what we're seeing is a rise in rates that people just kind of aren't just they're not really prepared for a scene. It's happening. You can get caught real quick. These will get done because they're all high grade credit. They're not speculative. But, you know, they're we're in this little period of time where I see there's opportunities. Now, if you believe that rates are going to go even higher from

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode