BlackRock's Bond Chief: Lock That Bond Yield! | Rick Rieder

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Today’s guest is Rick Rieder, BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Rick is responsible for roughly $2.4 trillion in assets.

In today’s episode, Rick shares his take on the macroeconomic landscape as we kick off a new year. He touches on the set up for both stocks and bonds and why he’s focused on finding companies that have “rivers of fast cash flow.” We talk about several other topics including crypto, AI, Japan, the recent shift by the Fed, US debt levels, and much more.

As we wind down, Rick touches on his entrance into the ETF space this year with two fund launches.

To see links or read the transcript of the episode, visit us at:

https://mebfaber.com/2024/01/10/rick-...

• 0:55 - Welcome Rick back to the show
• 2:01 - Reflecting on current market dynamics
• 4:39 - The state of the bond market
• 8:25 - Rick’s take on inflation dynamics
• 10:20 - Areas of the market that Rick likes today
• 15:23 - Opportunities in fixed-income today
• 21:26 - Rick touches on several asset classes, including crypto, Japan & India
• 32:03 - Rick’s new ETFs
• 35:26 - Reviewing unexpected outcomes from the last year
• 41:31 - Rick's most controversial viewpoints
• 45:58 - Thoughts on AI

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