RL079 - Why own bonds when rates are low and inflation is high?

Today on the Retirement Lifestyle Show Erik Olson and Adrian Nicholson analyze bonds in a negative real interest rate environment. They talk about the pros and cons of having bonds in your portfolio, the long-term debt cycle, and hedge fund replication strategies. [03:30] Do you Still Need Bonds in your Portfolio? [07:15] Bonds and Negative Yields [12:45] The Central Bank’s Plan for Economic Stimulus [16:50] The Long-Term Debt Cycle [18:50] Investing in Bonds Outside the US [24:53] What is an Extremely Diversified Portfolio? [30:50] Dissecting North Trust’s Argument on Bond Yields [35:10] Long-Term Bonds and the Duration Risk in your Portfolio [47:50] How to Seek Higher Yields in Bonds [53:55] Hedge Fund Replication Strategies [56:20] Building a Diversified Bond Portfolio Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.