SGMC Capital CEO on Market Outlook

The video discusses the recent market rally driven by better-than-expected inflation numbers and the potential economic slowdown due to high unemployment and interest rates. It analyzes central bank policies, particularly the Fed's stance on interest rates, and explores investment opportunities in fixed income, especially subordinated paper. The discussion also covers treasury rates, market expectations, and the potential of China's market for global investors.

What opportunities are present in the subordinated paper market?

How does the China reopening affect global investment strategies?

What are the potential risks and rewards of investing in China at this time?