“…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
“In 2020, average yield 2%, duration 7%… today, 5.5% yield, duration 5.5%… a 1% move loses 5.5% of money.”
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 3:44
3:44
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
use modified duration to assess bond price sensitivity at current yield levels
2020 avg yield 2% → duration 7%; today avg yield 5.5% → duration 5.5
Said nearby on the same subject
“Lennar priced them at the same sort of entry-level to mid-market pricing that they use on all of Lennar's housing product”
♫
Said on What's Your Problem?
“I’m typically pricing cash flows… the pricing exercise has been very similar… higher component of underwriting and qualitative assessment.”
HW
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“We're using Peec currently. I like them. They continue to get adopted. It was reasonably priced.”
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