About This Episode
The crew is back this week discussing Digital Credit’s big month and what it signals for markets. They then explore capital flows, before rethinking credit in today’s environment and wrapping with a discussion on the end of the 60/40 portfolio. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Time Stamps: 0:30 - Welcome Back to The Hurdle Rate 2:00 - Digital Credit’s Big Month 18:35 - Capital Flows 27:20 - Rethinking Credit 43:07 - The End of the 60/40 Portfolio