Rob Isbitts and Matthew Tuttle return to discuss monitoring yields and why Fitch downgrading U.S. debt from AAA to AA+ is not that big of a deal (1:00). AI rally, rate hikes and what other shoes might drop (3:00). Extending bond duration, taking on more credit risk at this point in the cycle (5:30). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.

Transcripts on Seeking Alpha