Money For the Rest of Us More Ways to Lock in Higher Yields in Case Interest Rates Fall
Jan 31, 2024
The podcast discusses options for locking in higher yields, including the risks of buying long-term bonds, the impact of volatility drag on bond ETFs, and why interest rates won't necessarily go up when the government issues more bonds. They also explore CDs, fixed annuities, and zero-coupon bonds as alternative investment options. The episode highlights the performance of the iShares 20+ Year Treasury Bond ETF and discusses different investments and their limitations. Additionally, it covers zero-coupon bonds and the concept of tax equivalent yield and portfolio diversification.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Factors Affecting Interest Rates and Importance of Locking in Higher Yields
02:14 • 3min
Analyzing the Performance of the iShares 20-plus-year Treasury Bond ETF
05:42 • 13min
Exploring Various Investments and Their Limitations
18:34 • 2min
Zero Coupon Bonds and Locking in Higher Yields
20:14 • 6min
Exploring Tax Equivalent Yield and Portfolio Options
26:15 • 3min