Why in the World Do You Own Bonds?

Why in the World Do You Own Bonds?

With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.

Topics covered include:

  • David's business and investment philosophy
  • How bond funds have performed in 2021
  • Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management Company
  • How to invest in China bonds
  • Why owning bonds is cheaper and more effective at hedging stock market losses than put options
  • How covered call strategies work
  • How to decide on your allocation to bonds versus stocks


Thanks to Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

What I think, not what I thought – Jason Fried

Why in the World Would You Own Bonds When… – Ray Dalio

Explainer: Foreign access to China’s $16 trillion bond market – Reuters

The True Cost of Hedging S&P Downside - Movement Capital

Revisiting Covered Calls and Protective Puts: A Tale of Two Strategies – Bryan Foltice

Pathetic Protection: The Elusive Benefits of Protective Puts – Roni Israelov

Related Episodes

302: Investing Is Not Knowing

255: With Interest Rates Falling, Why Do You Own Bonds?

225: How To Invest in Bonds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(571)

Is Deflation Coming?

Is Deflation Coming?

#51 The world is flirting with deflation. How GDP growth, debt, population changes and exchange rates will determine whether a Great Depression like deflation is coming. Show notes at http://moneyfort...

8 Huhti 201527min

Navigating Early Retirement

Navigating Early Retirement

#50 Navigating early retirement is less about money and more about allowing space and time for your true path to emerge. Show notes at http://moneyfortherestofus.net/mny050-early-retirement/ To sign u...

1 Huhti 201528min

Is Money Dying?

Is Money Dying?

#49 Is monetary collapse imminent as some pundits say? Plus another look at gold and how to tell if a government's debt burden is unsustainable. Show notes at http://moneyfortherestofus.net/mny049-mon...

25 Maalis 201528min

Do You Have Too Little Invested In Stocks?

Do You Have Too Little Invested In Stocks?

#48 How fear of another market crash may be causing you to keep your stock market allocation overly conservative despite evidence global stock markets are in a secular bull market. More info at http:/...

18 Maalis 201528min

Should You Invest For Income Or Total Return

Should You Invest For Income Or Total Return

#47 Why individuals should follow the lead of endowments and foundations and focus on total return investing. Show notes at http://moneyfortherestofus.net/mny047-income-total-return/ To sign up for th...

11 Maalis 201526min

Discover Your Investment Style

Discover Your Investment Style

#46 How to begin investing and discover your investment style. Show notes at http://moneyfortherestofus.net/mny046-investment-style/See Privacy Policy at https://art19.com/privacy and California Priva...

4 Maalis 201524min

Funding the Start Up of You

Funding the Start Up of You

#45 With student loan default rates soaring, what are some education funding models besides debt. Plus is college even worth it? Show notes at http://moneyfortherestofus.net/mny045-education/ To sign ...

25 Helmi 201527min

Should You Pay Off Your Mortgage

Should You Pay Off Your Mortgage

#44 How a home mortgage can help you build real wealth. Plus what factors to weigh if you are considering paying off your mortgage. Show notes at http://moneyfortherestofus.net/mny044-mortgages/ To si...

18 Helmi 201527min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-lahtijat
rss-sisalto-kuntoon
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
lakicast
rss-porssipuhetta
asuntoasiaa-paivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi
rss-vaikuttavan-opettajan-vierella