BlackRock's Rick Rieder on the State of the Markets | #446
The Meb Faber Show - Better Investing
Is There a Good Balance Between Asset Allocation and Fixed Income?
I think the expectation certainly is we look to the polls and whatnot, at least on my feed. The vast majority says that inflation, we fit the peak print. If you can buy inflation break evens at two in change, I'm funding Amazon at four. That's a pretty good asset. And then it could take a little bit of high yield risk. You can get eight to nine. Is the economy slowing? Yes. Could you get more default? You can make a lot of mistake at eight to 9. Remember, a couple of years ago, it was like three and a half for high yield, 3 and a half. So anyway, we're doing less in residential
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
