WEquil Capital

Market Update 02/22/22 - Inflation, Refinancing and the Bond Bubble

Episode Summary

This is a live recording of our weekly market update held on Clubhouse on February 22nd, 2022.

Episode Notes

• The break in the S&P 500 after the strongest bull run in history. 
• High valuations and the reach for yield.
• Economic growth is not pushing yields this time. 
• QE and Inflation.
• Zombie companies and the inability to refinance. 
• Tipping point for junk bonds is now. 
• Algo Efficient Markets are slowly driving down credit markets. 
• Junk bonds and leveraged loans are in trouble.