“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.”
Squawk Box Europe Express · Global AI sell-off deepens
Play from 21:55
21:55
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What was described
use the starting yield of intermediate-term bonds as the primary diversifier in a multi-asset strategy
Said nearby on the same subject
“Private credit and alternative bonds has generated two to three times the income yield of traditional bonds”
♫
Said on Tony Robbins Podcast Daily
“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 ·
“They build a team ... before even starting to look for properties. They understand the assets only as good as the strategy it sits in.”
MY
Michael Yardney
Property Investment & Wealth Creation Australia | The Michael Yardney Podcast ·
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