Managing for Income – and Risk Bruce Monrad explains why Northeast Investors Trust wont “reach for yield” – but adds how the fund takes advantage of opportunities that present themselves in today’s low-rate environment. https://northeastinvestors.com/wp-content/uploads/2019/04/Bruce-Monrad_4.5.19_Podcast_v4-41219-3.09-PM.m4a
Macro and Micro Risks Bruce Monrad highlights some of the geo-political headwinds that pose a threat to the economy here: https://northeastinvestors.com/wp-content/uploads/2019/04/Bruce-Monrad-On-Economic-Tail-Risks-2.22.19_1.m4a Bruce also discusses how investors should approach distressed corporate situations, like Pacific Gas and Electric, here: https://northeastinvestors.com/wp-content/uploads/2019/04/Bruce-Monrad-On-Distressed-Debt-2.22.19.m4a