EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now

Deconstructing Alpha

Geremy van Arkel, CFA® and Geremy van Arkel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Geremy van Arkel, CFA® and Geremy van Arkel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1+ y ago 54:20

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For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently have an inverted yield curve, where short-term bonds offer higher yields than longer dated bonds. Further, we have whole segments of the bond market that are offering yields in the 7%+ range.

To help uncover all that needs to be known on this subject right now, I interview Carl Kaufman of Osterweis funds. Carl is the most experienced bond manager that I know of when it comes to all things income. Many of you might have listened to him before on this podcast, but those that haven’t, you are in for a treat.

If you like to earn income from your bonds, this might be something you want to listen to. So, pod up and tune in to Carl Kaufman of Osterweis funds.

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