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Talk Your Book: Balancing Risk and Yield

Animal Spirits Podcast

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Navigating Fixed Income in Changing Markets

This chapter explores the current landscape of fixed income investments, examining yields, inflation, and the implications of an inverted yield curve. The discussion highlights the shift in market dynamics influenced by the Federal Reserve’s strategies and the resilience of corporate financing during low-interest rates. Key insights into high-yield bonds and the rise of private credit are also presented, showcasing evolving opportunities in the fixed income market.

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