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May 26, 2023

Andy Kapyrin, co-chief investment officer at CI RegentAtlantic Private Wealth, says that in past debt-ceiling debates -- notably heated times like 2011 and 2013 -- stock market investors made times volatile, creating an incentive for Washington to act, but with current volatility being muted, Kapyrin sees ratings agencies like Fitch applying pressure that should help politicians to resolve the issue. While Kapyrin notes that the Federal Reserve has always struggled to deliver a soft landing, there are signs that it can at least escape the current cycle with nothing worse than a mild recession. Also on the show, Duncan Farley of the BlueBay Destra International Event-Driven Credit Fund discusses how rising rates and inflation have created more and different opportunities in the public and private credit markets, delivering the potential for double-digit returns without correlation to the stock market, Jerremy Newsome of Real-Life Trading talks about how investors can make money playing both sides against the middle of the current range-bound market, and Tom Plumb of the Plumb Funds discusses innovative, disruptive companies in the Market Call.