#341 – Lyle Fitterer, Baird Asset Management - You Could Even Argue That They’re Better Credits Than The Federal Government

62 minutes

In episode 341, we welcome our guest, Lyle Fitterer, portfolio manager for Baird Asset Management, where he runs a $1.8 billion municipal bond fund.

 

 

In today’s episode, we’re talking all things muni’s. Lyle begins with an overview of the muni bond market and the benefit of tax-exempt income for investors. Then we hear how Lyle went on the offensive when the COVID drawdown occurred last year. Finally, we walk through some of the different factors affecting the muni market right now, including state and local budgets, expectations for higher taxes and an infrastructure bill, and interest rates.

 

 

Be sure to listen until the end to hear what sectors Lyle avoids within the muni space.

 

 

Please enjoy this episode with Baird Asset Management’s Lyle Fitterer.

 

 

-----

 

 

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

 

 

-----

 

 

Today’s episode is sponsored by Ugly Drinks. Meet ugly sparkling water: the childhood tastes you love without the sugar, sweeteners or calories you don't. Beyond quenching your thirst, ugly celebrates the real, the raw, the imperfect - the ugly truth. As a special offer for listeners of the show, visit uglydrinks.com and use the code UGLYMEB to get 20% off your order.

 

 

Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

More episodes from The Meb Faber Show

#426 – The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely

Today we’re looking back at some of our most popular episode in the first half of 2022 covering a range of topics with some amazing guests. I know …

#425 – Dan Ariely, Irrational Capital – Investing in Human Capital

Today’s guest is Dan Ariely, a Founding Partner of Irrational Capital, leading behavioral economist, and author of six books. Dan’s Ted Talks have been viewed over 10 million times.

In …

#423 – Mebisode – Shareholder Yield: Does it Work Within Sectors and Industries?

In this Mebisode, Meb reads his post from January 2022, which looks to see if a shareholder yield strategy works within different sectors. To read …

#422 – Best Idea Show – Doron Junger, Sanvia Capital – US Biotech

Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium …

#421 – Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low

Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree. 

In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56