
Debunking Doom: A Rational Take on Consumer Spending and CRE Dynamics
Know More. Risk Better.
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Intro
The hosts examine the significance of single name selection in credit investing, exploring macro and micro factors in the fixed income markets. The head of US financials joins the conversation to dissect bearish trends in financial news, debunking sensationalized reports on credit card debt with an insightful perspective on inflation and consumer spending.
Transcript
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