Animal Spirits Podcast cover image

Animal Spirits Podcast

Talk Your Book: Talking Bonds at the New York Stock Exchange

Feb 12, 2024
The Animal Spirits podcast hosts are joined by J.P. Morgan's fixed income team to discuss topics such as JP Morgan's new bond ETF offering, the role of bonds in portfolios, the impact of the Federal Reserve's actions on bond investments, securitized credit and the mortgage market, understanding convexity and duration in bond portfolios, corporate credit bonds performance and behavior, and the differences between equities and fixed income benchmarks.
40:24

Podcast summary created with Snipd AI

Quick takeaways

  • Bonds play a crucial role in portfolios as they provide diversification and yield.
  • The Federal Reserve's actions, including rate cuts or hikes, directly impact bond performance.

Deep dives

The Role of Bonds in Portfolios

Bonds are diversifiers and provide yield, playing important roles in portfolios. Despite the re-pricing in 2022, bonds are regaining their value and attracting more attention.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode