Join Ryan Nauman on the Adjusted for Risk Podcast, recorded live from the Morningstar Investment Conference. Ryan welcomes guest Warren Pierson, Co-CIO at Baird Advisors, to discuss the evolving bond market, interest rates, and investment strategies. They explore topics such as the current excitement around bonds, the role of corporate credit and municipal bonds, the impact of tariffs and inflation, and the Federal Reserve’s interest rate policies. The discussion wraps up with insights on the federal budget and its implications for investors. Tune in for an informative episode sponsored by Zephyr, offering tools for better investment decisions.
00:00 Introduction and Disclaimers
00:49 The Exciting World of Bonds
01:33 Guest Introduction: Warren Pierson
01:51 Understanding Baird Advisors
02:32 The Current Bond Market Landscape
06:04 The Fed’s Role and Economic Policies
08:56 Corporate Credit and Market Risks
13:16 Treasury Yields and Investment Strategies
15:08 Municipal Bonds: An Attractive Opportunity
16:24 Long-term Concerns: Federal Budget and Deficit
17:33 Conclusion and Farewell
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