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18min chapter
Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"
Equity Mates Investing Podcast
Navigating the Fixed Interest Landscape
This chapter explores the investing philosophy of a leading fixed interest manager, focusing on market dynamics and inflation predictions in Australia and the US. It highlights the operational strategies of a long short credit fund, emphasizing the importance of active trading, team collaboration, and detailed analysis in navigating the complexities of the bond market. The discussion also delves into the inefficiencies of the unlisted bond market and the strategies used to identify and capitalize on mispriced bonds.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode