This chapter discusses the current state of the US equity markets, the performance of the S&P 500, and the impact of rising risk-free yields on equities and other risk assets. The speaker introduces a guest who shares thoughts on the trade and recent market performance, emphasizing the historic opportunity in mortgage-backed securities and the importance of focusing on higher quality fixed income investments.
Rajeeb Hazra, President & Chief Executive Officer at Quantinuum, discusses commercializing quantum technology. Frank Holmes, Executive Chairman at Hive Digital Technologies, talks macro issues facing the crypto industry. Managing Director of China Beige Book International Shehzad Qazi discusses China’s deepening economic woes. And we Drive to the Close with Sam Dunlap, CIO at Angel Oak Capital Advisors.
Hosts: Carol Massar and Jess Menton Producer: Paul Brennan
See omnystudio.com/listener for privacy information.