In this episode, Ryan Caldwell, CIO of Chiron funds, is joined by FS Investments Chief U.S. Economist Lara Rhame, FS Investments President Mike Kelly, Chiron Head of Trading Peter Bianco, and Chiron Portfolio Managers Brian Cho and Scott Sullivan. Ryan opens the show by explaining how ’80s mockumentary Spinal Tap is the perfect metaphor for how interest rate policy is affecting all things portfolio construction, and the group gives their take on recent economic events and what they may mean.

To access the full transcript click here.

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