Animal Spirits: Investing in Fixed Income

Today’s Animal Spirits is brought to you by Smith Capital Investors

On today’s show we talk with Gibson Smith, founder, PM, and CIO of Smith Capital Investors about:

  • How the structure of the fixed income market has evolved over time
  • What happened to bond funds and ETFs in March?
  • The potential problems with plain-vanilla bond indexes
  • How should active bond managers be benchmarked?
  • How to find an edge when everybody can do the math
  • The enigma that is inflation, and much more

Listen here

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