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Keeping it Simple | Ep. 12: Can Bonds still Shield your Portfolio?

Keeping it Simple with Simplify Asset Management

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I Don't Believe That Mortgages Per Se Have a Significant Impact on the Overall Markets.

I do not believe that mortgages per se have a significant impact on the overall markets. The game was over when d fanny and freddy blew up. Most mortgages are owned by index funds. So there's no reason to rebalance a portfolio. If we get significantly higher rates, or talk an fore handle on rates, it will be a very, very sad day in financial markets. I'llworrdou somehow you got to close that door in iyor portfolio.

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