Northeast Investors Trust Podcast June 18th, 2020

As the economy starts to re-open, Bruce Monrad shares his thoughts on what the recovery will look like — and how High Yield stacks up.

 

 

0:00 Stock reaction to COVID-19

0:43 Bond reaction to COVID-19

1:23 Fed assessment of recovery 

2:36 Bruce’s take on the rebound

3:43 Interest rates and income investing

4:55 Active vs Passive

6:18 Fed bond buying and high-yield

7:22 The presidential election and possible tax reform