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Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Forward Guidance
Valuation of Loans, Predictions for CPI and Real Rates, and Content Creation on Twitter
The speakers discuss loan valuation, risk pricing in the bond market, and make predictions about future CPI and real rates, highlighting the uncertainty surrounding the Federal Reserve's moves and the implications of the yield curve.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode