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UBS' Jason Draho - Another Roaring '20s for the US? | #538

The Meb Faber Show - Better Investing

NOTE

Choosing Between High Quality Bonds and Equities Based on Macro Conditions

Tactically, high quality bonds may be more attractive if the macro outlook weakens, while equities could perform better if the macro environment remains positive. Credit spreads are tight, making corporate credit less attractive. For a multiyear perspective, the role of bonds in a portfolio is questioned due to changing market dynamics. Treasury bonds had been a reliable asset class historically but faced disruptions in 2022 when they sold off significantly.

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