

The Overvalued Junk-Bond Market Still Has Pockets of Opportunity
Nov 11, 2024
In this conversation, Martin "Marty" Fridson, a high-yield bond expert and senior analyst at Porter & Co.'s Distressed Investing newsletter, shares his insights on the current overvaluation in the junk-bond market and the looming threat of a recession. He explains the delicate balance of federal-funds rates and Treasury yields, revealing strategies for navigating rising rates. Marty also identifies specific sectors with attractive buying opportunities and emphasizes the importance of a long-term perspective in investing amidst market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating the High-Yield Bond Market
01:42 • 19min
Navigating High-Yield Bonds in Rising Rates
20:33 • 17min
Navigating High-Yield Bond ETFs
37:07 • 6min
The Importance of a Long-Term Investment Perspective
43:23 • 3min
Gold as a Safe Haven: Navigating Uncertainty and Investment Strategies
46:16 • 2min
Insights from a Finance Expert
48:35 • 5min