September Portfolio Update and Q&A

Level 4- Turbo Autist

Welcome Avatar! Just in time for Q4, open Q&A is here. We’re going to go through the high-level as usual then move to the questions. So far nothing too surprising, perhaps the cycle extends a bit longer than standard but all of that is going to be determined by things out of our control: 1) how Powell walks through rate cuts, 2) how fast employment dete…