Remove Concentration Remove Financial Analyst Remove Hurdle Rate Remove Treasury
article thumbnail

Transcript: Stephen Suttmeier

Barry Ritholtz

You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? 00:46:01 [Speaker Changed] Well, I mean obviously that’s not my call as the equity strategist at BFA, but when you look at the, the 10 year yield, the view is a, a secularize in interest rates.