Longer-Duration Bonds a Haven, Hedge: JPMorgan's Caffrey

The video discusses market optimism for 2023, focusing on the potential shift in Fed policy and its impact on interest rates. It examines the relationship between interest rates and nominal GDP, debates the safety of investing in long bonds, and explores the volatility in fixed income markets. The discussion also covers strategies for investing in the equity market amidst inflation concerns.

In what ways can long duration fixed income serve as a hedge for investors?

What strategies should investors consider in a market with slowing inflation?