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The Meb Faber Show - Better Investing
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
Nov 15, 2023
Jim Bianco, President and Macro Strategist at Bianco Research, shares insights on the biggest economic event of our lifetime, the end of the 40-year bond bull market, and the weaponization of energy. They discuss labor strikes, remote work, and the need for active management in stocks and bonds. The podcast also explores the impact of the pandemic on the global economy, inflation, interest rates, market flows, opportunities in foreign equity markets, and the potential effects of rising interest rates.
01:25:34
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Quick takeaways
- Active bond management offers an opportunity for investors to navigate the bond market and potentially outperform the index.
- Investing is now less about geographic boundaries and more about identifying specific companies and industries with potential investment opportunities.
Deep dives
Opportunity in Active Bond Management
With the bond market providing higher yields, active bond management offers an opportunity for investors. Half of fixed income managers can outperform the index, making active bond management a viable option. Actively managed bond ETFs are gaining popularity as a way to navigate the market. Additionally, investors can consider sectors and thematic ideas for potential opportunities, rather than solely relying on broad market index funds.
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