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RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals
Manage episode 436656613 series 3197371
Konten disediakan oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode, Roshan and Adrian discuss the performance of long-term treasury bonds. They explore the factors that have led to the underperformance of long-term treasuries compared to large-cap stocks. They also discuss the correlation between stocks and bonds and the impact of the Federal Reserve's rate cuts on the bond market. The conversation delves into the potential opportunities and risks associated with long-term treasuries and corporate bonds. They also touch on the importance of duration in fixed income investments and the potential impact of a weakening economy on treasuries. The episode concludes with a discussion on recession indicators and the importance of doing thorough research.
Keywords: long-term treasuries, small-cap stocks, performance, correlation, Federal Reserve, rate cuts, opportunities, risks, duration, fixed income, weakening economy, recession indicators, research, financial advisor
Chapters
00:00 Introduction and Overview
01:39 The Performance of Long-Term Treasuries
03:14 The Correlation Between Stocks and Bonds
05:17 The Impact of Federal Reserve Rate Cuts
08:55 Opportunities and Risks in Long-Term Treasuries and Corporate Bonds
09:13 The Importance of Duration in Fixed Income Investments
13:25 Recession Indicators and the Unique Circumstances of the Current Economy
18:57 The Importance of Research and Consulting with a Financial Advisor
29:35 Conclusion
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