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48. Zed Francis - Will credit markets be tight or illiquid in 2023?
Mutiny Investing Podcast
What's the Story of 2023?
I believe fixed income is the most important kind of metric to pay attention to for all markets at pretty much all points in time. I do think that 2023 ultimately rates are going to be pretty darn range bound because you have kind of two opposing forces that are going to keep things in a pretty wide range. The reason why I have a pretty strong belief that the Fed is going to kind of hold the line is credibility. What they care about more than anything else is being very important. They must be saying that importance, credibility, or else things don't really work to their liking. So it's a big shift for me to say, okay, rates, rates, put them in your
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