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48. Zed Francis - Will credit markets be tight or illiquid in 2023?
Mutiny Investing Podcast
Is the Fed Credible?
The Fed will do anything to make sure that they still have that ability to influence basically market participants at a win. One of the main things that has happened here, and my view is just very simple, flows-driven, you know, pricing, if you will. That's influenced credit dramatically over the last year and forcing it to be much tighter than fundamentals could possibly argue. So I think a sticky one is there's a decent amount of money that's been funneled from the government to union pensions as part of many of our,. you know, trillion dollar acts that have been put in place over the last two and a half years.
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