
Contagion: Chain Reactions and the CoCo Powder Keg
Many Happy Returns
Is There a Risk of Contagion?
Volatility slops from one asset class to the other. It spills into different asset types and it rarely stays contained. I think we shouldn't underestimate the role that higher interest rates are playing in the risk of contagion. But this is why many markets now are pricing at a fallen rate, certainly much more than they were before this crisis.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.