This podcast episode features an interview with Matt Eagan, a fixed income expert at Loomis Sayles. The conversation covers various topics, including assessing bonds, evaluating the economy, understanding risk in credit markets, and the importance of managing through the Federal Reserve cycle. Eagan shares insights into the investment strategies employed in fixed income investing, the importance of intuition and rhythm in daily investing, and the concept of opportunistic investing. The episode also discusses Sydney's economic landscape, the evolution of portfolio management at Loomis Sayles, and the implications of market trends on investment strategies. Eagan provides valuable advice for recent college graduates interested in fixed income or investing. Overall, this podcast episode provides a comprehensive overview of fixed income investing and the key factors that shape the market.
