In this episode of Zephyr’s Adjusted for Risk Podcast, Ryan Nauman, Zephyr’s market strategist, hosts Eric Lutton, Chief Investment Officer of Sound Income Strategies, for an in-depth discussion on the fixed income markets. They explore the impact of fiscal and monetary policy uncertainties, labor market dynamics, inflation, and immigration on bond yields, credit spreads, and interest rates. Eric shares insights into the importance of fixed income in meeting retirement goals, the macroeconomic environment, the Fed’s monetary policy, the fiscal deficit, and where he finds opportunities in the current market. Stay tuned for expert advice on navigating the complex world of fixed income investing.
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Learn more about Sound Income Strategies here.
00:00 Introduction and Guest Welcome
01:34 Eric Lutton’s Background and Sound Income Strategies
04:09 Macro Environment and Labor Market Analysis
08:16 Impact of Government Policies and Shutdown
10:31 Fiscal Deficit and Interest Rates
13:58 Bond Market Dynamics and Real Yields
17:28 Credit Spreads and Market Sentiment
19:29 Investment Strategies and Risks
20:54 Opportunities in Fixed Income
24:01 Conclusion and Contact Information
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