Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
Are You a Particularly Positive or Negative on Emerging Markets?
03:18 • 2min
What's Next for Bond Markets?
05:17 • 5min
Equity Markets Respond More Than They Have to the Inflation Pressure
10:14 • 2min
What Does This Mean for the Fed?
12:16 • 3min
What Do You Expect for Federal Funds Rates?
14:47 • 3min
Do We Expect That to Change?
17:49 • 2min
Yield Structure Is Going to Go Up Next Year
20:09 • 2min
Emerging Markets - Are They Safe Places to Invest in China?
21:51 • 3min
What Are the Risks of Vaccines?
25:08 • 4min
The Challenge on the Market Side
28:38 • 5min