“The municipal bond market in the US is I think four or five trillion.”
RW
Rob Wigglesworth
Better Offline ·
“Pot one…invested in treasuries and triple-A munis…you sleep at night”
Matt Ludmer · Motley Fool Hidden Gems Investing · Why the Wealthiest People in the Room Are Often the Most Miserable - And What to Do About It
Play from 6:23
6:23
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What was described
Defines Pot 1 as the amount of cash that would let a client “sleep at night” in a worst-case scenario (e.g., 30-50% market drop) and invests it in Treasury bonds and triple-A municipal bonds
Said nearby on the same subject
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
DR
David Rosenberg
Macro Voices ·
“Municipal bonds… could be completely tax-free… probably want to have those outside of the IRA”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“I measure that in the data through the co-movement between bonds and stocks… pre-2000 Treasury bonds were actually quite stock-like… post-2000 they were safe… now risk has gone up again.”
CP
Carolin Pflueger and co-authors
Odd Lots ·
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