| 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 |
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