Matt Rowe and Jared Dillian discuss how a sense of right and wrong influences what we do with our money. They discuss the possibility of looking at cap structures more broadly and the effects on equity. Furthermore, Jared Dillian gives his views on buybacks and the potential problems that it could have on the market. The yields of bonds that the Fed is and is not buying are presented as great opportunities. Which companies will be allowed to fail and which won’t? Jared Dillian answers this and more.
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The smartest minds in finance sit down for incredibly deep-diving discussions.