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Jan van Eck of VanEck Funds on Global Markets, Deglobalization, and Rising Interest Rates (EP.228)
Panic with Friends - Howard Lindzon
Bonds - I've Been Borrowing One and Two Year T Bills
Vanek: It seems like bonds may actually be a trade. I've never traded a bomb, but like they feel like to happily take 5% or maybe there's some corporates out there at seven and if rates drop, I actually have it. And amazingly, bonds outperformed stocks because once you get higher interest rates, the move from 0 to 3% interest rates is super painful. But what happens if the Fed just keeps its foot on the break for a long period of time? So I pulled out a chart of the 70s,. And what do you think did better in the 70s? Stocks or bonds? It was the worst decade for inflation and bonds in the US
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