![featured](https://macrohive.com/wp-content/uploads/2024/05/podcast-graphic-6-min.jpg)
![featured](https://macrohive.com/wp-content/uploads/2024/05/podcast-graphic-6-min.jpg)
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In this podcast we discuss:
- Misunderstandings around current rates regime
- The rise in household wealth
- Why levels matter more than changes
- Curve inversion and bond demand
- Real money flows into bonds
- Why Fed easing does not make sense
- Shelter price resilience
- Bank credit is easier than you think
- Futures-cash basis trades
- How to trade these markets
- Government underwriting of risk and bubbles
- Books mentioned: The Great Game (Hopkirk)
You can follow Mustafa here.
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