Karoui: Short Duration, Long Credit Risk

The video discusses the current market conditions, highlighting improved growth and inflation dynamics, and more predictable monetary policy. It examines supply and demand in bond markets, noting a positive adjustment on the supply side. The video also explores investment risks, particularly in high yield and investment grade markets, and analyzes the global real estate and US housing market, emphasizing the impact of interest rates and affordability.

What is the distinction made between the high yield bond market and the broadly syndicated loan market?

What are the expectations regarding the US housing market in relation to interest rates and affordability?