Intro

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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