Inside the Bond Market: Risks, Rates & Expectations
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About this listen
Ken Shinoda, Portfolio Manager at DoubleLine Capital, returns to Wealthy Behavior to share his perspective on the current state of the bond market, today’s economy, and the outlook for mortgages. In this episode, he discusses:
- Key risks facing the bond market
- The Fed’s independence and policy expectations
- The weakening dollar and its impact on bonds
- The rapid expansion of private credit
- What really drives mortgage rates—and what the new “normal” might look like
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