Fixed income will have good returns for awhile, Gordon Haave

Posted on: May 1, 2024 at 12:34:20 CT

You can skip the 1st 6 min or so of chit chat & politics, his thesis that inflation is down, recession is nearing & the fed will be cutting interest rates follows. At ~ 12:50 mark he discusses returns on bonds in a dropping interest rate environment.

https://player.vimeo.com/video/941271890?h=f3d6136f82&inf_contact_key=530b9f14e84f3f13d791f18327843196