| Want a transcript? Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC Investors are finally getting paid to save again. What are the top opportunities for fixed-income earners right now? Ed D’Agostino talks to Jason Brady, president and CEO of Thornburg Asset Management. Topics include: • How the markets have returned to normal • The Fed’s big mistake in 2020 • The prospect for interest rate cuts in 2023 • The best places to find opportunities in bonds • How individual investors are getting bonds all wrong ************ Video time stamps: 0:00 – Intro 0:40 – Has the market really returned to normal? 2:18 – What knocked the business cycle off course 3:42 – Why the Fed should have said, “This time it’s different.” 5:30 – Probability of rate cuts in 2023 6:54 – Opportunities in fixed income 9:21 – Are municipal bonds a good investment? 11:23 – Distressed-debt investing 12:34 – The biggest mistake investors make when the yield curve inverts #investing #macro #bonds |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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