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What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca
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What do interest rate hikes really mean for your bond portfolio?
In this episode, Shana is joined by Michael Sedacca, Partner and Portfolio Manager at Rareview Capital, to break down how Federal Reserve policy cycles impact fixed income investing. From one of the most aggressive rate-hiking cycles in history to tactical opportunities in closed-end funds, Michael offers clear insights into what today’s interest rate environment means for investors.
We cover:
- How the Fed’s 5.5% rate hike cycle has shaped the bond market
- Why early homeowners with sub-4% mortgage rates are in a uniquely lucky position
- How closed-end funds can offer value through shifting premiums and discounts
- The surprising opportunities in commercial real estate and AAA-rated securities yielding 8–9%
Tune in to gain a clearer view of the bond market, interest rates, and smart strategies for what's ahead.
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