In this episode, Jason and Jeff tackle the often-misunderstood world of fixed income to answer a critical question: Should you still own bonds? The hosts break down exactly why bond funds were decimated in 2022, the mechanics of the inverse correlation between interest rates and bond prices, and the vital difference between holding bond funds versus holding individual bonds to maturity. Finally, they explore why the current 5% yield environment makes fixed income a compelling wealth-preservation tool for investors looking to lock in their gains from the AI stock boom.
01:27 Soccer Versus Baseball
04:10 Why Bonds Now
05:36 Patreon Shoutouts
07:46 Rates Inflation And Stocks
15:07 Bond Crash Explained
19:42 Bond Funds Versus Bonds
21:31 Stocks Bonds And Allocation
23:26 Bonds Risk Basics
24:46 Why Bonds Now
25:30 Rates Perspective Shift
28:11 Fixed Income Case
30:22 Interest Rate Risk
32:18 Bond Types Explained
34:44 Junk Bond Reality
36:51 Bonds Versus Cash
38:30 Duration And Timeframes
42:32 Target Date Simplicity
45:34 Bond Selloff In Context
47:19 Yield Math Matters
49:54 Wrap Up And Disclaimers
Companies mentioned: AAPL, BND, BRK.B, HD, MCD, META, MSFT, TJX
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