Talk Your Book: Interest Rates Go Kablooey

Author

Michael Batnick
April 21, 2025

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Today's Talk Your Book is brought to you by Nasdaq:

See here for more information on American Century funds and here for more info on Thornburg Investment Management strategies

On today’s show, we discuss:

American Century Investments:

  • The construction of a short-term fixed income portfolio

  • Thinking about risks within fixed income

  • Thoughts on short-duration during and before a recession

  • Opportunity surrounding duration and the Fed cutting rates

  • Investing in fixed income during inflationary spikes

  • Why yields have been rising during the tariff tantrum

Thornburg Investment Management:

  • An intro on Thornburg

  • Volatility in credit markets

  • How Thornburg thinks about credit investing

  • Fixed income strategy during times of panic

  • Thoughts on CLOs

  • Concerns around stagflation

The Compound Podcasts:

The Compoundpodcasts.thecompoundnews.com

Charts:

American Century Investments:

Thornburg Investment Management:

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