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H4L – An Introduction to Higher for Longer
Season 1
Episode 95
Published 2 years, 7 months ago
Description
With a 90% expectation that the Fed will lift rates again at its July meeting Neil Azous discusses the number one question amongst portfolio Managers these days, which is reinvestment risk and how far along the yield curve they should target.
Sponsor Information:
Email: nazous@rareviewcapital.com
Note: Any performance figures mentioned in this podcast are as of the date of recording (July 20, 2023).