Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52).

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