cover of episode High-yield bond bonanza

High-yield bond bonanza

2024/2/6
logo of podcast Unhedged

Unhedged

Shownotes Transcript

Demand for riskier corporate bonds is intense. The spread between higher yielding (riskier) bonds and safer Treasuries is narrowing, and nearing long-term lows. Today on the show, we try to understand the hot market for these bonds, and ask what it might tell us about the rest of the year. Also, we go long Delaware and short the reinvention of WeWork.

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