Talk Your Book: Strategic Income
Animal Spirits Podcast
The Compound
4.7 • 2.1K Ratings
🗓️ 27 November 2023
⏱️ 33 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Today's Animal Spirits Talk Your Book is brought to you by Noveen. |
| 0:03.4 | Go to Noveen.com to learn more about their fixed income products, including the strategic income |
| 0:07.2 | fund that we're going to talk about today. |
| 0:08.8 | Again, that's Noveen.com. |
| 0:10.0 | Welcome to Animal Spirits, a show about markets, life and investing. |
| 0:16.5 | Join Michael Batnick and Ben Carlson as they talk about what they're reading, |
| 0:20.4 | writing, and watching. |
| 0:21.6 | All opinions expressed by Michael and Ben |
| 0:23.8 | are solely their own opinion and do not |
| 0:25.8 | reflect the opinion of Riddholz Wealth Management. |
| 0:28.3 | This podcast is for informational purposes only |
| 0:30.8 | and should not be relied upon for any investment decisions. |
| 0:34.0 | Clients of Ritholz wealth management may maintain positions in the securities discussed in this |
| 0:38.0 | podcast. |
| 0:39.0 | Welcome to Animal Spirits with Michael and Ben. |
| 0:44.5 | Michael, we've spent a lot of time in recent months talking about people moving money to cash |
| 0:49.5 | because money market funds are good and CDs and short-term stuff is good and we've been |
| 0:53.4 | wondering like what's the impact of that on the stock market potentially for flows right like |
| 0:57.4 | if the stock market takes off well and short-term rates go down will that money |
| 1:01.2 | go back into the stock market. |
| 1:03.2 | We've never really talked about it in terms of the bond market. |
| 1:05.8 | So one of the reasons people gave for why the long-term end of the bond market came up |
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