Episode Details

The US bond selloff over the last few years is on par with the largest ever in history. In this podcast Rob sits down with Forstrong Lead PM, David Kletz, to discuss market performance and what "higher for longer" interest rates means for investors. While this new environment has dampened confidence and has everyone running into the perceived safety of cash, the reality is that cash rarely outperforms risk assets for extended periods. Meanwhile, several investment opportunities have now become more attractive, given lower valuations, higher yields and — given extremely negative sentiment — the potential for upside surprise to materialize.