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19min chapter
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
Monetary Matters with Jack Farley
Navigating Macroeconomic Shifts in Investment Strategies
This chapter explores the current macroeconomic landscape and its effects on investment approaches, particularly highlighting the evolution away from traditional 60-40 stock-bond strategies. It delves into the intricate relationship between inflation, interest rates, and asset dynamics, referencing past experiences like the 2022 Fed hikes and the dot-com bubble. The discussion emphasizes the importance of adapting portfolio strategies to account for changing economic conditions while still recognizing the enduring role of bonds in asset allocation.
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