112. Once-in-a-decade investment opportunity - corporate bonds via the wall of debt. Learn more.

I am so excited about this episode. Many reputable independent sources talk about this incredible event happening in 2024. The "Corporate wall of debt".

Huge amounts of record-setting investment-grade debt coming to the market, presenting a great opportunity for fixed income investors like you and I. January set an all time record, only to be beat by February. February is about to be beaten by March. How amazing! We will explore what the "wall of debt" is, why it is there and what that means to yield nerds.

We will then play yield superbowl. We will compare various debt instruments for the same duration across durations. We will tax adjust them to make sure that we level the playing field. We will then see how the corporate wall of debt presents the amazing opportunity.

I will present my new and improved investment strategy based on that.

Great reveal in this episode and I cannot wait to share it with you.

#debt #fixedincome #treasuries #jeromepowell #corporate #investment