https://bondvigilantes.com/blog/2023/10 ... ighlights/
Recently held their annual Bond Vigilantes Day:
Video presentations on fixed income:
* Jim Leaviss on the Treasury market's valuation
* Richard Woolnough on the macro environment and disinflation
* Ben Lord on inflation
* Claudia Calich on emerging market debt
* James Tomlins on high yield
* Panel discussion hosted by Andrew Eve, featuring Eva Sun-Wai, Matthew
Russell and Head of Credit Research, Dave Covey
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