Carl Kaufman

In this enlightening discussion, Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, shares his extensive expertise in fixed income investing. He dives into the complex dynamics of the bond market, outlining how credit and interest rate cycles can influence investor outcomes. Carl emphasizes the shifting credit quality landscape and why some high-yield segments may be more resilient than perceived. He also warns of potential risks in the AI Capex boom and discusses the importance of active management in navigating bond investments.