Why in the World Do You Own Bonds?

With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.Topics covered include:David's business and investment philosophyHow bond funds have performed in 2021Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management CompanyHow to invest in China bondsWhy owning bonds is cheaper and more effective at hedging stock market losses than put optionsHow covered call strategies workHow to decide on your allocation to bonds versus stocksThanks to Mint Mobile for sponsoring the episode.For more information on this episode click here.Show NotesWhat I think, not what I thought – Jason FriedWhy in the World Would You Own Bonds When… – Ray DalioExplainer: Foreign access to China’s $16 trillion bond market – ReutersThe True Cost of Hedging S&P Downside - Movement CapitalRevisiting Covered Calls and Protective Puts: A Tale of Two Strategies – Bryan FolticePathetic Protection: The Elusive Benefits of Protective Puts – Roni IsraelovRelated Episodes302: Investing Is Not Knowing255: With Interest Rates Falling, Why Do You Own Bonds?225: How To Invest in BondsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What this episode covers

With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.Topics covered include:David's business and investment philosophyHow bond funds have performed in 2021Three disparate views on the direction of interest rates from Capital Economics, Ray Dalio, and Hoisington Investment Management CompanyHow to invest in China bondsWhy owning bonds is cheaper and more effective at hedging stock market losses than put optionsHow covered call strategies workHow to decide on your allocation to bonds versus stocksThanks to Mint Mobile for sponsoring the episode.For more information on this episode click here.Show NotesWhat I think, not what I thought – Jason FriedWhy in the World Would You Own Bonds When… – Ray DalioExplainer: Foreign access to China’s $16 trillion bond market – ReutersThe True Cost of Hedging S&P Downside - Movement CapitalRevisiting Covered Calls and Protective Puts: A Tale of Two Strategies – Bryan FolticePathetic Protection: The Elusive Benefits of Protective Puts – Roni IsraelovRelated Episodes302: Investing Is Not Knowing255: With Interest Rates Falling, Why Do You Own Bonds?225: How To Invest in Bonds See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.