Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?
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Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?
The Morrissey Exchange, Shaw and Partners: Is globalisation Dead? The reshoring of critical metals.
The Morrissey Exchange
57 minutes
1 year ago
The Morrissey Exchange, Shaw and Partners: Is globalisation Dead? The reshoring of critical metals.
Welcome to the 49th episode of the Morrissey Exchange. In this first pod of 2024, we have a chat with Mr Hank Holland. Hank is the CEO of ASX listed Amaero International, a company tasked with manufacturing specialty metal powders used for the defence, aerospace and industrial manufacturing industries. Listen in well because although initially complex this is a cracking business with an interesting story and a very simple economic outcome; demand exceeds supply. Tune in for the l...
The Morrissey Exchange
Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?
