Muni Investors Waiting on Fed Clarity: Hilltop's Kozlik

The video discusses the impact of recent volatility in the municipal bond market, driven by Federal Reserve actions and investor sentiment. It highlights the non-credit-related nature of current market conditions and explores the reopening trade in sectors like airports and mass transit. The discussion also covers the effects of remote work and population shifts on municipal planning, emphasizing the ongoing changes in urban development and investment strategies.

In what ways does the speaker believe the recovery in the municipal market will continue?

What changes does the speaker anticipate in mass transit funding and structure post-COVID?