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 rise of private credit. To hear all this & more, you'll have to tune in!
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Timestamps:
(00:00) Introduction
(00:43) The Low Interest Rate Era Is Over
(06:55) The Fed's Tightening Will Lead To A Recession
(17:47) Investing In A Zero Rate Regime vs Today
(23:34) The Indexation Of Fixed Income
(27:22) How CLOs & Passive Have Impacted Bonds
(41:33) Where Is The Pain From Higher Interest Rates Being Felt?
(48:10) The Heyday Of Private Equity Is Over
(01:00:19) Liquidity In Private Credit
(01:09:35) Understanding The Credit Spread Curve
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.