Big Opportunities in Corporate Bonds With Dave Albrycht
Mar 26, 2024
41:59
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Dave Albrycht, President and CIO of Newfleet Asset Management, discusses the fixed income landscape, private credit, commercial real estate, and more. Insights on corporate bond market, navigating fixed income opportunities, granular investing, and risk management in bonds are explored.
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Quick takeaways
Dave Albrycht highlights the surge in corporate bond issuance post-pandemic lows, emphasizing active management and risk diversification.
Albrycht suggests cautious investment decisions in commercial real estate, advocating adaptability and research-based strategies to mitigate risks and seize opportunities.
Deep dives
Overview of Rocket Money App
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Evolution of 'The Compound and Friends'
The podcast 'The Compound and Friends' started in July 2021 with empty office space in Manhattan that was transformed into a recording studio. Hosted by Downtown Josh Brown and Michael Batnik, the show attracted an audience, featuring esteemed guests and receiving appreciation from listeners. The hosts express gratitude for the support and engagement received from the audience.
Insights from Dave Albright on Fixed Income Management
Dave Albright, President and CIO of New Fleet Asset Management, discussed the corporate bond market, noting a surge in debt issuance post the pandemic lows. Albright's firm focuses on fixed income, managing various funds and institutional strategies. He emphasizes active management over passive, highlighting the importance of risk management, diversification, and consistency in performance.
Navigating Commercial Real Estate and Fixed Income
The discussion transitions to commercial real estate, with Albright sharing insights on the sector's challenges amidst changes in consumer behavior. He cautions against overexposure and emphasizes the need for prudent investment decisions based on thorough research and risk assessment. The dynamic market environment necessitates adaptability, diversification, and a cautious approach to mitigate risks and capitalize on opportunities.
On this special episode of The Compound and Friends taped live at Future Proof Retreat, Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht, President and CIO of Newfleet Asset Management to discuss: the fixed income landscape, private credit, commercial real estate, and much more!
Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/compound and cancel your unwanted subscriptions today!
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