“I want to start getting in… if it offers me mid 5% yields, I want to start getting in… high 5%… six, I want to get in even more.”
JB
Jim Bianco
The Master Investor Podcast with Wilfred Frost ·
“If the bond market is offering me mid-5% yields, I want to start getting in… high-5% → more… 6% → even more.”
Jim Bianco · The Master Investor Podcast with Wilfred Frost · The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds
Play from 53:28
53:28
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What was described
Enter the U.S. bond market gradually based on yield levels: start buying when yields hit mid-5%, increase allocation as yields rise to high-5% or 6%
mid-5% yields → start buying; high-5% → more; 6% → even more
Said nearby on the same subject
“…if you're worried about yields further rising, well, you just buy floating rate bonds. So you're not exposed to that duration.”
♫
Said on The Money Puzzle
“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
BK
Brij Khurana
Alpha Exchange ·
“The diversifier is a bond that the best predictor for intermediate majority bonds is the starting yield. Yields have a lot of room to fall… cushion the downside.”
♫
Said on Squawk Box Europe Express
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