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Evan Serdensky
Portfolio Manager on the Total Return team
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Feb 6, 2024 • 32min
Episode 47: Investing as the Fed Prepares to Start Rate Cuts
Discussion on Fed's cautious rate cut cycle, navigating credit fundamentals for relative value, investment strategy in uncertain markets, Fed's balance sheet impact, and conclusion with important investment disclosures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode