“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.”

Jim Bianco · The Master Investor Podcast with Wilfred Frost · The Bond Pivot: Jim Bianco On Why It’s Time To Start Buying Bonds

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What was described

set a rule to increase bond allocation as yields rise: buy when yields hit mid-5%, add more at high-5%, and even more at 6%+

mid 5% yield, high 5% yield, 6% yield

Said nearby on the same subject

“If the bond market is offering me mid-5% yields, I want to start getting in… high-5% → more… 6% → even more.”
JB
Jim Bianco
The Master Investor Podcast with Wilfred Frost ·
How they work mid-5% yields → start buying; high-5% → more; 6% → even more Share this moment
“…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
Why it worked Share this moment
“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 ·
Contrarian take Share this moment
“He explained… 'as the 10-year becomes more attractive, it becomes much more difficult for these highly indebted neoclouds to raise money' and noted the 15% bond yield”
♫
Said on Prof G Markets
Why it worked Bond yield 15%; debt $52 billion; interest $640 million last quarter Share this moment

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