Yields, Rate Cuts, and Investor Demand

This chapter discusses the recent increase in yields and its impact on investor demand. It explores the predictions for future rate cuts and different opinions on their timing and magnitude. The speaker suggests a potential rate cut in May and highlights the market's interpretation of rate cuts.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app