Talk Your Book: What’s Going on in the Bond Market?

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Today’s Talk Your Book is brought to you by F/M Investments:

We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product.

On today’s show, we discuss:

  • What the bond market has priced in looking at 2024 rate cuts
  • Why bonds are priced for perfection
  • The difficulty with forecasting, and understanding why 2023 ended so well
  • Using bond spreads as an indicator
  • Betting on widening spreads
  • How advisors are utilizing these products
  • If the corporate curve can invert

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