Rate accompli: Are rising interest rates bad for all assets?

1

Introduction

00:00 • 2min

2

What's the Yield Curve Doing?

01:43 • 2min

3

How to Price Assets in a High Interest Rate Environment

03:18 • 2min

4

Why High Rates Are Bad for Gold?

04:59 • 2min

5

Is Gold a Good Alternative to Bonds?

06:45 • 1min

6

Can You Avoid Duration Risk by Floating Rate Bonds?

08:13 • 2min

7

Credit Spreads in a Rising Interest Rate Environment

10:07 • 3min

8

The Yield on HYG Is 5.3 Percent

13:30 • 2min

9

Corporate Credit and the Cost of Capital

15:06 • 2min

10

What Is Quality?

16:52 • 2min

11

Is the Long End of the Curve Increasing So Fast?

18:40 • 2min

12

Is This the Worst Reason for Rising Rates?

20:55 • 3min

13

Commercial Property and Residential Property

23:47 • 2min

14

Is the Pricing of the Market Driven by the Marginal Buyer?

25:32 • 2min

15

Is There a Bailout on Energy?

27:03 • 2min

16

Is There Moral Hazard in Refinancing Mortgages?

28:56 • 2min

17

Why Are Interest Rates So High?

30:45 • 2min

18

Investing in a Rising Rate Environment

32:35 • 2min

19

What Is an Interest Rate Swap?

34:35 • 3min

20

Interest Rate Swaps - What Makes a Market?

37:08 • 2min

21

Is Interest Rate Swaps a Leverage Profit?

38:55 • 2min

22

Pension Craft Podcast - Many Happy Returns

41:14 • 2min