Junk Bonds Are Flashing Warning Signs | With Tavi Costa скачать в хорошем качестве

Junk Bonds Are Flashing Warning Signs | With Tavi Costa

We're wrapping up the week on Talking Markets with Tavi Costa, macro strategist at Crescat Capital. Tavi will be chatting with Maggie about the roll-over he's starting to see in junk bonds (and why it matters), and why he thinks "a blow out in credit spreads remains one of the most underappreciated risks in the market today." Also up for discussion: Tavi's outlook on metals, Brazil, Europe, interest rates, and Europe. You can follow Tavi here: https://x.com/TaviCosta “The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.” Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack (where we also stream Talking Markets live): https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Chapters: 00:00 - Introduction with Tavi Costa 01:10 - What Story Is the Bond Market Telling Us? 04:15 - The Key Drivers Behind Market Volatility 09:45 - Is the Economy Heading for a Recession? 14:30 - Miners and Brazil: Investing Outside the U.S. 20:10 - The Risks of Investing in Hard Assets 23:10 - Junk Bonds: Opportunity or Trap? 26:10 - The Fed’s Push to Prove Its Independence 27:10 - Gold’s Bull Run: Is There More to Come? 32:10 - Strategic Dollar Devaluation or Something Else? #bonds #junkbonds #credit #macrostrategy #tavicosta #metals #gold #Brazil #maggielake #investing #marketforecast #tariffs #markettrends #podcast #video