Alex and Frank are joined by Mark Holman, CEO and portfolio manager at TwentyFour Asset Management, a boutique bond shop running some $28bn.
Mark told us about an error he made going into the Covid crash of 2020 and how the lessons learned from that mistake helped the firm position well for the recovery.
One of our most prepared guests yet, Mark also ran us through a list of common mistakes all bond investors make and what can be done to avoid them.
