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Ken Shinoda, Portfolio Manager at DoubleLine Capital, returns to Wealthy Behavior to share his perspective on the current state of the bond market, today’s economy, and the outlook for mortgages. In this episode, he discusses:

Key risks facing the bond market
The Fed’s independence and policy expectations
The weakening dollar and its impact on bonds
The rapid expansion of private credit
What really drives mortgage rates—and what the new “normal” might look like

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