Manage episode 236918078 series 1428950
Dan Fuss, vice chairman of Loomis, Sayles & Company and fixed income investor extraordinaire, calls in to discuss the state of markets in 2019. @LoomisSayles www.loomissayles.com
1:36 A rate-hike shock collar
8:12 Negative rates and the nature of safety
17:07 The 1984 bear market retest: Symmetry?
22:44 The “flow of funds phenomenon”
27:00 Dan’s positioning