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Animal Spirits Podcast

Talk Your Book: Balancing Risk and Yield

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 2 September 2024

⏱️ 36 minutes

🧾️ Download transcript

Summary

On today's show, we are joined by Priya Misra, Portfolio Manager for the JPMorgan Core Plus Bond ETF to discuss why private credit has gotten so popular, where corporate bond spreads are today, high quality companies within the high yield category, what a soft landing means for interest rates, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Investors should carefully consider the investment objectives and risks as well as charges and expenses of the JPMorgan ETF before investing. The summary and full prospectuses contain this and other information about the ETF. Read the prospectus carefully before investing. Call 1-844-4JPM-ETF or visit www.jpmorganETFs.com to obtain a prospectus. Investing involves risks, including loss of principal. JPMorgan Distribution Services, Inc. is a member of FINRA. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Today's Animal Spirits Talk Your Book is brought to you by J.P. Morgan.

0:03.1

Today's show we're talking about the J.P. Morgan Core Plus Bond ETF.

0:06.4

JCPB. Go to J.P. Morgan Asset Management to learn more.

0:10.4

Welcome to Animal Spirits, a show about markets, life and investing.

0:17.0

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

0:22.0

All opinions expressed by Michael and Ben are so talk about what they are reading, writing, and watching.

0:22.8

All opinions expressed by Michael and Ben

0:24.7

are solely their own opinion and do not reflect the opinion

0:27.6

of Redhol's wealth management.

0:29.2

This podcast is for informational purposes only

0:31.6

and should not be relied upon for any

0:33.2

investment decisions.

0:34.4

Clients of Britholz wealth management may maintain

0:36.9

positions in the securities discussed in this

0:38.9

podcast.

0:39.9

Welcome to Animal Spirits with Michael and Ben.

0:47.0

Michael, we always talk about the market, quote unquote,

0:49.7

trying to predict what's going to happen to the Fed or whatever you know like the market

0:54.0

thinks there's going to be five rate cuts or the market thinks this market thinks

0:57.5

that the market is obviously not always right what Yeah, shocker.

1:04.0

So I think this is the interesting part about thinking in terms of bonds because there is so much more

1:09.3

of a macro component.

...

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