This is a special video put together with the help of our 2023 summer intern, Ohm Patel. When discussing a capstone project with Ohm, we decided that bonds would be a great subject to tackle. It's somewhat contrarian for a young business student to do a deep dive on bonds. Afterall, there is definitely more interest in cryptocurrency and private equity amongst Ohm's peer group. Yet, bonds proved to be interesting and captivating and collectively we all learned more about the dynamics of fixed income. We hope you enjoy our wide ranging conversation about bonds, inflation, credit quality, and portfolio construction in this long-form video.