Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and Rates...
In this relaxed and unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate including:
- Commercial property in crisis
- Non-bank lenders under the pump
- The mother of all default cycles hits home
- Business defaults sky-rocket
- Recent bond market performance
- What makes this interest rate cycle different
- Whether inflation will be sticky and stubborn
- Optimal asset-allocation and portfolio construction
- Best trade ideas
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