In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks.

Some topics they cover:

  • Should investors trust the recent rally?
  • Why do credit spreads not seem to be pricing in a recession?
  • Should investors move from floating- to fixed-rate debt?
  • Which sectors do we think are most attractive in the near- and long-term?