Credit vs. Duration – Where Should You Spend Your Risk Budget?
Season 06 Episode 05
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Nor…
Asset Class: Reflation and Fixed Income Investing
Season 02 Episode 10
Tune in to hear Dr. David Kelly and Andrew Norelli, who serves as a portfolio manager for several global fixed income strategies, consider the impact of a reflationary environment
TANcast 691 – The Whole Statue Is The Erogenous Zone
This week, Tim has to defend his hate of cheese, Noah sees a bunch of movies, and Hurricane Helene barely misses Andy.
[CONTENT WARNING] TANcast features mature language and immature hosts but is NOT a representation of the stand up act of Tim Babb. Listener discretion is advised.
Get official …
WKRP Outtakes, Sunkist Throwbacks & Italian Comedy Gold
Jack and Ron serve up a flavorful mix of retro laughs and modern madness in this episode that’s equal parts throwback and throw-down. It kicks off with Too Tough and Asinine Trivia, then dives into a rare outtake from WKRP in Cincinnati that’ll hit longtime fans right in the nostalgia.After the bre…
J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk
Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?
In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.
Andre…
Why JPIE Could Be a Top Fixed Income ETF
Is the JPIE ETF one of JPMorgan's best-kept secrets?In this episode of Dividend Stockpile, I sit down with Andrew Norelli, Portfolio Manager, to take a deep dive into the JPMorgan Income ETF (JPIE) and explore why it has become an intriguing option for investors seeking income, diversification, and…
Fed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals
This week on LPL Market Signals, LPL Chief Fixed Income Strategist Lawrence Gillum is joined by Andrew Norelli of J.P. Morgan Asset Management to discuss the upcoming FOMC meeting. And while markets expect another pause, the bigger question is whether the Fed is preparing investors for more tighten…
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