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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?

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24 episodes