Dustin Reid on fallout from recent bank failures and the Fed’s response
The Invested
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How to Be a Tactical Asset Manager in the Face of Volatility
I think with the volatility and extreme volatility, you really need to be nimble and not be married to a view for a long time. So that was one trade that we had on and to be fair is probably gone. One trade I like a lot is, you know, kind of a 10s, 30s steepeners, or maybe even 5s, 30 steepener trade. But from a fundamental perspective, we are getting to the end, I think, we're getting closer to the end of the cycle, probably. And there's potentially some value in that.
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