In this week’s podcast, Andy talks with Dan Dumjic, a Principal in Taxable Fixed Income at Piper Sandler & Co. Dan and Andy discuss the current outlook for the fixed income market, the impact rising rates and inflation could have on fixed income investors, and the potential advantages of mortgage-backed securities in a rising rate environment.
In this week’s podcast, Andrew Willms and Jim Picerno discuss value investing, why its had a long stretch of under-performance, and the likelihood of it making a comeback. This week marks the beginning of a new format for The Market Commentator podcast.
In this week’s Market Commentators podcast, the group discuss how markets are rising to new highs in more ways than one. From the Dow Jones to Bitcoin, valuations are continuing to grow, and so are coronavirus cases, which is showing no sign of slowing down.
In this week’s podcast, the Market Commentators discuss how high stock market valuations have triggered a massive rotation of investor dollars out of growth stocks and into value stocks.
In today’s podcast, the Market Commentators discuss why the stock market has been rallying even as the election results remain unknown. Andy, Mike and Jake also offer their thoughts on what may lie ahead for both the stock and bond markets in the days and weeks ahead.