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Conteúdo fornecido por Money For the Rest of Us and J. David Stein. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Money For the Rest of Us and J. David Stein ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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Why in the World Do You Own Bonds?

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Conteúdo fornecido por Money For the Rest of Us and J. David Stein. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Money For the Rest of Us and J. David Stein ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.

Topics covered include:

  • David's business and investment philosophy
  • How bond funds have performed in 2021
  • Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management Company
  • How to invest in China bonds
  • Why owning bonds is cheaper and more effective at hedging stock market losses than put options
  • How covered call strategies work
  • How to decide on your allocation to bonds versus stocks

Thanks to Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

What I think, not what I thought – Jason Fried

Why in the World Would You Own Bonds When… – Ray Dalio

Explainer: Foreign access to China’s $16 trillion bond market – Reuters

The True Cost of Hedging S&P Downside - Movement Capital

Revisiting Covered Calls and Protective Puts: A Tale of Two Strategies – Bryan Foltice

Pathetic Protection: The Elusive Benefits of Protective Puts – Roni Israelov

Related Episodes

302: Investing Is Not Knowing

255: With Interest Rates Falling, Why Do You Own Bonds?

225: How To Invest in Bonds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 episódios

Artwork
iconCompartilhar
 
Manage episode 288837537 series 2137790
Conteúdo fornecido por Money For the Rest of Us and J. David Stein. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Money For the Rest of Us and J. David Stein ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.

Topics covered include:

  • David's business and investment philosophy
  • How bond funds have performed in 2021
  • Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management Company
  • How to invest in China bonds
  • Why owning bonds is cheaper and more effective at hedging stock market losses than put options
  • How covered call strategies work
  • How to decide on your allocation to bonds versus stocks

Thanks to Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

What I think, not what I thought – Jason Fried

Why in the World Would You Own Bonds When… – Ray Dalio

Explainer: Foreign access to China’s $16 trillion bond market – Reuters

The True Cost of Hedging S&P Downside - Movement Capital

Revisiting Covered Calls and Protective Puts: A Tale of Two Strategies – Bryan Foltice

Pathetic Protection: The Elusive Benefits of Protective Puts – Roni Israelov

Related Episodes

302: Investing Is Not Knowing

255: With Interest Rates Falling, Why Do You Own Bonds?

225: How To Invest in Bonds

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 episódios

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