Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration.
Apr 2025
152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
Send a textThis week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in the bond market has investors spooked. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we break ... Show More
1h 16m
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.
We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Oct 2025
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Aug 2025
Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
<p><span>In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?</span></p><p><br></p><p><span>Ra ... Show More
10m 18s
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p><strong>Download our FREE Financial Planning Workbook for 2025!</strong></p><p>👉<a href="https://stan.store/richhabitspodcast/p/get-our-financial-pla ... Show More