Episode Details
Back to EpisodesAsset Allocation Bi-Weekly - Why We Are Keeping Duration Short (5/8/2023)
Episode 160
Published 3 years, 2 months ago
Description
The yield curve is inverted, and recession is in the forecast. Recent history suggests investment managers facing these circumstances nearly always recommend longer-term bonds within the fixed income space, but Confluence Investment Management says this time is different. Confluence Chief Market Strategist Bill O'Grady joins the podcast to explain why.