In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.


Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis


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Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/