This podcast episode delves into the evolving financial landscape post-COVID, highlighting the potential upward shift in the neutral interest rate and the implications for market conditions, particularly the resilience of fixed income investments. Ivascyn emphasizes the necessity for investors to practice humility and adapt to volatility while recognizing opportunities in high-quality bonds and private credit markets that are reshaping traditional investment strategies. He reflects on lessons learned during turbulent times, advocating for a diversified approach to navigating macro risks and capitalizing on emerging trends.
