Yesterday we posted you Part 1 of our interview with bond expert Alfonso Peccatiello.
In it, he explained what the credit markets are telling us about the future.
Notably, that the Fed will indeed likely hike up to 7 more times this year.
And that recession risk is growing fast.
So how should investors position for this new era of rising interest rates?
In answer, Alf generously shares the exact securities in his own portfolio today.
To learn what they are, watch Part 2 of our interview with Alfonso Peccatiello.