The Big Bond Investor’s View

Published on
May 12th, 2022
Duration
50 minutes


The Big Bond Investor’s View

Raoul Pal the Journey Man ·
Featuring Jeff Moore and Raoul Pal

Published on: May 12th, 2022 • Duration: 50 minutes

The rate cycle drives everything. Raoul always says that "bonds are the truth." And that’s the basis of Raoul's discussion with Jeff Moore, who oversees part of the $1 trillion Fidelity Investments bond portfolio. Jeff is a macro guy and a tactical asset allocator, so he talks the language of markets, economies, and central banks and understands the big picture secular trends and the business cycle. Jeff outlines his views on the rate cycle and what it means for government bonds, the U.S. dollar, and credit markets. When bonds are driving the business cycle, we need to listen to the Big Bond Investor. Recorded on May 6, 2022.