Insights Over Coffee
Where finance meets conversation
At Insights Over Coffee, we’re a team from Lake Geneva Investment Partners, an asset management firm with over two decades of experience navigating global markets.
In each episode, we explore the world of finance, macroeconomics, and market trends. Asking real questions, sharing expert analysis, and breaking down complex ideas in a way that’s informative, thoughtful, and refreshingly approachable.
Whether you’re an investor, advisor, or just finance-curious, grab a coffee and join the conversation.
Insights Over Coffee
How Global Bonds are Rewriting the Rules of the Market
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In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the current state of rate markets, the challenges posed by various global economies, and the role of the Bank of Japan in shaping market dynamics. The conversation also touches on credit spreads, market risks, and the potential for future economic turbulence, culminating in a segment that evaluates recent market headlines.