Doubleline's Erickson Says the Fed's to Blame for the IG Bond Boom

The video discusses the current market landscape, highlighting the role of the Fed in influencing market dynamics and the surge in new issuance. It explores the impact of long-dated debt, particularly in the tech sector, and the changing characteristics of the investment-grade market. The discussion also covers investment strategies, focusing on balancing credit and duration risks, and the importance of understanding both technical and fundamental market factors.

How has the perception of long-dated debt changed for tech firms?

What are the current risks associated with the investment grade market according to the discussion?

What is the role of foreign investors in the US investment grade corporate credit market?