Mortgage Market Insights w/ Raoul Pal & Jeff Moore

Articles From: Real Vision
Website: Real Vision

“We haven’t had the ‘aha’ crisis moment that we had in 2008 because the mortgage market is incredibly healthy.”

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.

In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.

As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

Originally Posted March 8, 2023

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