Greatest Risk Is in U.S. Bond Market, Says MW Capital’s Aspin

The transcript discusses the Federal Reserve's limited ability to cut interest rates due to historically low levels, highlighting the US economy's relative strength compared to global counterparts. It examines recent shifts in investment trends, with a focus on non-USD bonds and emerging markets. The conversation emphasizes a cautious investment approach, particularly in equities, and identifies potential risks in the bond market due to significant credit expansion.

What investment strategy is suggested for equities in the current market environment?

What are the concerns regarding the bond market as mentioned in the text?