“The bond market is a multiple of the size of the equity market. Oh, yes. 3x, 4x, something like that?”

Robin Wigglesworth · Masters in Business · Embracing the Bond Market: Masters in Business with Robin Wigglesworth

Play from 15:14
15:14

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What was described

states that the global bond market is multiple times larger than the equity market

3x, 4x

Said nearby on the same subject

“Globally, the bond market actually is bigger than the entire banking system as well.”
RW
Robin Wigglesworth
Masters in Business ·
Hard number Share this moment
“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 ·
Why it worked Share this moment
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
♫
Said on The SME Stream
Why it worked 80% equities, 20% debt Share this moment
“We focus where there's blank space… give up some of the equity upside in order to protect our downside… consistently performing about 14% per annum, much better than equity markets.”
♫
Said on The Rules of Investing
Business model Share this moment

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