Rates
topic on 3 shows · 6 statements across 5 episodes
Capital Allocators 
Catalyst 
All-In
6 statements about Rates, every show
Retail electricity rates in the United States will remain broadly inflationary
“My conviction is growing stronger and stronger. The rates are going to be somewhat inflationary, Broadly across the board for a while.”
Summers predicts Fed will resume rate hikes as inflation remains uncontrolled
“I think there's a larger probably risk that we don't really have inflation on a secure path down below three and a half, and that the Fed thinks it's got it under control, and it doesn't. And it's gonna have to go back to, ah, raising, ah, rates.”
Giannini: 4% Interest Rates Are Not Catastrophic for Private Equity
“In terms of the financing markets on the regular private equity world, if rates stay where they are, and in my world, obviously, they're not going to go up that much, this isn't catastrophic.”
Visser: Interest rates will remain lower forever, pressuring allocators
“My belief has always been that rates would be stuck at low levels. We're still at that space, and I continue to believe that they'll be not only lower for longer, but lower forever, and that's putting more pressure than ever on allocators”
Visser: Global governments will keep interest rates low to manage wealth redistribution
“Now, on the government side, they're going to keep rates lower because they can't hurt the distribution of wealth problem, and this is the main thing, is whether it's Japan setting up a wealth distribution council, whether it's China talking about the common p…”
Fitzpatrick: Convertible bonds provide an exceptional multi-dimensional education
“First of all, they're cross-asset class security, but it's also a security where a lot of things can go wrong and right, so it's a great teacher and You also learn about the perils and benefits of correlations between equities and rates and what can happen whe…”