• Magic Markets, Podcasts
• discounted cash flows, duration, Fed, interest rates, Valuation, Yield curve
• June 24, 2021

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 …