Episode 313
Vishy Tirupattur: Can We Get Real on Rates?
Thoughts on the Market · Morgan Stanley
March 2, 20214m 2s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.