Nancy Davis on trading inflation and volatility

BM Talks

English - March 22, 2021 20:00 - 32 minutes - 22.3 MB - ★★★★★ - 1 rating
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Previous Episode: Mohamed El-Erian on the Different Normal

Next Episode: David Hoey and Mick Fealty on the Ireland/Northern Ireland Protocol

We asked:

What is going to happen to inflation, interest rates and volatility?What will the Fed do?What measure of inflation is the best one to follow?What is the risk from investing in mortgage securities?What part does convexity play in interest rate markets?How did you trade last March?Where is there now value in the markets?