All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22
The Exchange
00:00
How Do We Make Money in the Bond Market Right Now?
Mortgage-backed securities are very, very attractive. I don't think we've seen the worst of credit yet. We do expect a recession somewhere in the early part of next year. Call the world's fastest financial U-turn. What the UK just did that is helping stocks here.
Play episode from 26:06
Transcript
