Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
The Fed's Quick Response to the Banking Turbulence
04:38 • 3min
The Fed's Expectations for Rate Hikes
07:33 • 3min
The Downwardly Sloping Yield Curve
10:17 • 2min
The Next Shoe to Drop: Private Credit and Commercial Real Estate
12:20 • 4min
The Future of High Yield Spreads
16:38 • 3min
The Negative Traditional Negative Stock Bond Correlation Is Reasserting Itself
20:05 • 1min
How to Manage Uncertainty in a Money Market Fund
21:31 • 4min