Navigating Bond Pricing and Investment Strategies

This chapter explores bond pricing intricacies, comparing investment-grade and high-yield bonds while explaining crucial concepts like par value and credit ratings. It emphasizes the significance of duration strategies and aligns investment options with financial goals, particularly for those interested in high-yield bonds.

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Episode notes

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention.

IN THIS EPISODE, YOU’LL LEARN:

(21:33) Short and low duration investing.
(24:25) Responsible credit strategies.
(37:02) How SPACs create an interesting asymmetric risk/reward profile.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Spac Informer's website.
CrossingBridge's website.
Trey Lockerbie's Twitter.

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