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Antti Ilmanen: The Building Blocks of Long-Run Returns (EP.202)

The Rational Reminder Podcast

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Are Bonds Dead as an Investment?

With Bon yields being lower, negative, are bonds dead as an investment? Well, i learned in my farmer class 32 years ago that bones can offer an interesting term premium. I'm just thinking duration timing trades were, initially in japan and later elsewhere, they were often called widow makers,. Because people were betting on the, on the rising yeals, and so this year it is happening. And so great, fine, finally. And o eventually, those rising years, we'll revive the corpse, and then we should be having more interest in bonds by that time. That's pretty funny. But but the odds are not greatly different from 50 fifte. So lhets shift

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