

Is It Time To Buy Bonds?
Oct 12, 2023
Exploring the factors influencing bond market movements, historic parallels to the 1987 crash, stock-bond correlations and diversification, the stability of inflation expectations, and the value of bond yields and macroeconomics.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Historic Parallels to the 1987 Crash
01:40 • 13min
European Research Conference and Discussion on Stock-Bond Correlations and Diversification
15:00 • 5min
The Stability of Inflation Expectations and Correlation between Stocks and Bonds
19:58 • 4min
Value of Bond Yields and Expansive Views on Macro and Markets
23:54 • 3min