Lower for Longer: Navigating the U.S. Trading Environment

The video discusses the current low volatility in the US market and the attractiveness of structured credit as an investment due to its robust fundamentals and good cash flows. It compares different types of structured credit, such as RMBS, CMBS, and CLOs, highlighting CMBS as having the most upside. The potential impact of Fed rate hikes on investment strategies is also examined. Finally, the video explains the decision to drop gold from the portfolio, noting its past performance and potential future under certain economic conditions.

How does the current volatility in the equity market influence investment strategies?

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What factors are contributing to the preference for structured credit in the current market?

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What are the characteristics of RMBS and why is it considered resilient?

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Why did the speaker decide to drop gold from their portfolio?

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What conditions might lead to a significant increase in gold prices in the future?

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