AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
UBS' Jason Draho - Another Roaring '20s for the US? | #538
The Meb Faber Show - Better Investing
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode