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AI Stocks Definitely In A Bubble Right Now | Jim Bianco

Wealthion - Be Financially Resilient

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The Dynamics of the Bond Market

Last year, beginning of last year, you know rates at the front end was zero and rates were at historic lows. Now there is a big coupon in the bond market a 5% yield. If the Fed keeps raising rates and the price declines, you've got that coupon to cushion you. The 60 40 portfolio didn't work as much last year because we started with no coupon. But now that we have a coupon and interest rate to cushion any change in any fall in the price, that changes a lot of things as far as bonds go. And finally, I would say when you talk about bond managers, now that there's a coupon. And there's price and there's price volatility

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