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Podcast: Investing Experts
Episode: Yimin Xu on bond market equilibrium and deciphering Fed rationale
Description: Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15).Show Notes:Will This Market Go Higher Than Anyone Expects?Should We Trust Economic Data? With Danielle DiMartino BoothWall Street Lunch: January CPI Comes In HotGrowth Investor Pro by Cestrian Capital ResearchEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend...