MI218: Rules Based Investing w/ Michael Gayed
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Are Treasuries Safe Havens in the Bond Market?
A lot of people have basely written off treasuries as the equota safe haven. The problem is, it's because it did not do what it historically tends to. It ended being as bad, if not worse, than buyind hold on the way down in equities. That inverse relationship, that diversification benefit comes from holding long duration treasures against your risk on basket. At least i hope the phoenx rises. If this if what we saw the first six months of 20 22, or to repeat on and on and on, that feels like an apocalyptic, end of the world typo situation for the entire system.
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