You said you have your lowest exposure to credit in 40 years. The the kind of on the other times you've been underweight or the leaning crisis and right before COVID. So what does that mean practically for your investments.Does that mean that you're completely getting away from credit. Are you in investment grade but still at the lowest level. Are you moving into high yield.What does that exactly mean. Sure. First of all, if you look at the investment grade universe according to the index, it's almost $30 t ...

us right now is Bill Ian. He is JP Morgan's asset management, chief investment officer uh of Absolute Return Fixed Income. Good morning. Morning, Andrew.To you as we try to figure Okay, before we even just get into the markets, do you want to weigh in on the power of it all. Yeah, I just Man, there's a guy that's getting kicked around a little bit right now. It's um it's it's interesting to watch.Um I you know, the position he's in is almost a no- win right now, right. Because I think the Fed honestly is tr ...

Uh here to go out on that limb is Shri Kumar, the president of Shrikumar Global Strategy. Shri, it's great to have you back. Good to be back, Kelly.And yes, I am going out on a limb and on a record day to be talking about a 10% correction coming by the end of the year. But the various macro factors that I'm looking at seems to suggest that there is no way this situation can continue. What are they.We are looking at truths in a sense in three different areas. One is the Iran um and Israel war. The second is ...