“Cap rates are only now about a percent above the... 10-year government bond rate... yields 6%, 6.5%... cap rates should really be between 8% to 10%”
SW
Stuart Weems
Investopoly ·
“Every yield from 7s to 30s is doing that… I’ll step up and own longer durations… because I want to capture those yields.”
Jim Bianco · Monetary Matters with Jack Farley · Jim Bianco: Why I’m Finally Buying Bonds After Six Years
Play from 2:53
2:53
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Increased exposure to longer-duration (3-30 year) Treasury bonds once yields on the entire curve rose above 5%
yields >5% across 3-30 year curve
Said nearby on the same subject
“The treasury buyback program ... we’re going to buy back that 28-year bond ... and we’re going to issue treasury bills”
♫
Said on The Master Investor Podcast with Wilfred Frost
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“At one point, we had about a 80% correlation on a one-month basis between two-year treasury yields and the price of oil.”
♫
Said on Monetary Matters with Jack Farley
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.