Rethinking Fixed Income
Preston and Aswath discuss the shifting landscape of asset allocation, particularly the rising appeal of fixed income investments. With the potential for double-digit returns in credit markets, they explore the risks associated with bonds, especially in times of economic turbulence. Aswath emphasizes the importance of understanding the correlation between macro events and bond defaults, while also highlighting the opportunity cost of leaving cash idle in a high-interest environment.In this clip
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Prof G Markets
First Quarter Review — with Aswath Damodaran | Prof G Markets
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