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Episode 7: Fixed Income Opportunities and Central Bank Policies with Konstantin Boehmer
Episode 714th November 2023 • The Future-Ready Advisor • Sam Sivarajan
00:00:00 00:35:31

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Explore the labyrinth of fixed income opportunities and central bank policies in this enriching conversation with our guest, Konstantin Boehmer. With his global experience as a fixed income portfolio manager, Konstantin sheds light on the intricacies of short-term and long-term bonds, and the ripple effects of a fluctuating Canadian dollar. Listen in as we navigate the choppy economic waters, predicting possible course corrections by the Bank of Canada in response to economic weakness. We also uncover Konstantin's investment philosophy, crafted meticulously through his worldly experience in diverse financial terrains.

We then venture into the intriguing realm of economic changes and the art of aligning our sails to catch the shifting financial winds. Ever wondered what the impact of a hold off on rate hikes by the Bank of Canada and the US Federal Reserve might be? Or how economic data affects future policy decisions? Konstantin provides compelling insights into these and more, including the potential repercussions of policy divergence between the two banks. As we delve deeper, we grapple with the complex issue of meeting a nation's unpaid bills— discussing everything from taxation to shrinkflation and smart cuts in entitlements. To cap off this enlightening journey, Konstantin leaves us with a practical nugget of wisdom for those eager to apply these insights. This episode is a must-listen for those seeking a deeper understanding of fixed income opportunities and central bank policies.

Links mentioned in the episode:
https://www.linkedin.com/in/konstantinboehmer/

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Staying Ahead of the Curve: Insights for Financial Advisors


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