Equity, Credit, and Market Fears of a U.S. Recession

The video discusses the investment strategies focusing on the S&P 500 and high yield credit. It highlights the current market dynamics, including credit spreads, default rates, and investor behavior. The discussion also covers global yield trends and their impact on the market, concluding with a market outlook and potential risks.

In what ways have investor preferences shifted regarding yield and credit risk?

What risks are associated with a strengthening dollar and a more hawkish Fed?