Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio.
Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities.
In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more.
The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with equity valuations creates a yield masterclass that you don't want to miss.
Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth...
Picking stocks is one thing, but how do you bring all the pieces together to create a sensible portfolio that meets risk and return...
Willet Maseko is a long-time listener and was the first subscriber to Magic Markets Premium. When he offered us the opportunity to turn the...
