About this episode
David Sherman, Founder and CIO of CrossingBridge Advisors, discusses high valuations in equities and real estate, tight bond spreads, and recession risks, predicting a steeper yield curve with lower short-term rates and potential dollar devaluation due to Fed policies and tariff impacts.*This video was recorded on July 11, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID SHERMAN:X (@shermancbfunds): https://x.com/ShermanCBFundsCrossingBridge Advisors Website: https://www.crossingbridgefunds.com/X (@CBfunds): https://x.com/CBfundsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:32 - Bond market reaction to tariffs3:07 - Bond yields outlook5:33 - How to position during yield curve steepening?9:48 - Yield curve analysis15:00 - Fed independence and rate cuts21:32 - David’s experience in crashes27:24 - Yield advantages long and short29:30 - SPACs36:54 - Convertible bonds and Bitcoin#economy #investing #bonds