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You are here: Home / Archives for bonds

523: Why Bond Investing Is Easier Than Ever

May 8, 2025 by Camden Stein · Updated May 8, 2025

Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial … [Read more...]

Filed Under: Podcast Tagged With: active bond funds, active ETFs, bond duration, bonds, ETFs, fixed income

516 Plus: Ultra Short Term Bond ETFs, Intl Bond ETFs, and an Intl Equity Enhanced Closed End Fund

March 22, 2025 by David Stein · Updated April 1, 2025

This week on Plus episode 516, we analyze two new Vanguard Ultra Short Term Bond ETFs. We also look at two ETF options for investing in shorter-term non-U.S. bonds. Finally, we consider a closed-end fund that invests in non-U.S. dividend-paying stocks while writing covered call options. Please note the ticker symbol for the BlackRock Enhanced International Dividend Trust is BGY, not BGI, as was said several times in the episode. … [Read more...]

Filed Under: Money Plus Tagged With: BGY, bonds, cash equivalent funds, currencies, international bonds, VBIL, VGUS

495: The Federal Reserve Cut Rates. What Should We Do Now?

September 25, 2024 by Camden Stein · Updated October 11, 2024

What does the Federal Reserve's policy rate cut mean for our portfolios? Will interest rates keep falling? What changes should we make? Topics covered include: What determines interest rates, and where are those drivers currently What is the best estimate of bond returns How duration works and why it changes What are some current fixed income investment options Show Notes Asset Camp FedWatch—CME Group Summary of Economic Projections—US Federal … [Read more...]

Filed Under: Podcast Tagged With: bond duration, bonds, duration, Federal Reserve, interest rates, yield to maturity

463: How to Lock in Higher Yields in Case Interest Rates Fall

January 24, 2024 by David Stein · Updated February 6, 2024

With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates How each of those rate drivers contributed to the close to 1% drop in interest rates in the past three months How yield to maturity is our guide to locking in a fixed return using individual bonds … [Read more...]

Filed Under: Podcast Tagged With: bonds, bullet ETFs, cash equivalents, fixed income, individual bonds, yield to maturity

448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium

September 20, 2023 by David Stein · Updated September 25, 2024

Why you might want to lock in higher yields now, given real interest rates are the highest they have been in 15 years. Topics covered include: What was covered this year at the Federal Reserve Jackson Hole Symposium What are the primary policy actions central banks take, and how do they influence interest rates What is the neutral real rate of interest, and why is it important Why new ideas are central to an increasing standard of living What would drive interest rates … [Read more...]

Filed Under: Podcast Tagged With: bonds, central banks, interest rates, monetary policy, neutral rate, quantitative easing

447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds

September 16, 2023 by David Stein · Updated October 16, 2023

In Plus episode 447, we discuss how to calculate the performance impact of capital gains tax distributions for an active stock mutual fund. We answer a member's question on what to do with a portfolio of individual municipal bonds selected by their previous investment advisor. Finally, we explore the decision between holding high-yielding cash or locking in higher coupon rates on longer-term bonds. … [Read more...]

Filed Under: Money Plus Tagged With: active management, bonds, cash equivalents, fixed income, municipal bonds, taxes

445 Plus: More on Estimating Bond Fund Returns and Spin-Off Investing

August 26, 2023 by David Stein · Updated September 25, 2023

In Plus episode 445, we reference an academic study as we try to better explain why the starting yield to maturity is a good estimate of a bond fund's or ETF's annualized return if the holding period is long enough. We also explore spin-off investing in which a parent company divests a division or subsidiary. We review how the parent and child companies perform. … [Read more...]

Filed Under: Money Plus Tagged With: bond duration, bonds, expected returns, spin-offs

433 Plus: Wealth Trackers Review, How Many Bond Funds, Inflation and the Trillion Dollar Coin

May 20, 2023 by David Stein · Updated June 6, 2023

In Plus episode 433, we compare Kubera to Exirio. We discuss bond portfolio structure and compare the DoubleLine Core Fixed Income Fund to the DoubleLine Total Return Bond Fund. Finally, we discuss how federal budget deficits, quantitative easing, quantitative tightening, and minting a trillion coin contribute to wealth, liquidity, and inflation. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, DBLFX, DBLTX, debt ceiling, DoubleLine, quantitative easing, quantitative trading, trillion dollar coin, wealth trackers

432 Plus: Where To Invest In Bonds Now and a Cockroach Role-Based Portfolio

May 13, 2023 by David Stein · Updated June 5, 2023

In Plus episode 432, we compare investing in CDs, municipal bonds, investment grade corporate bonds, U.S. Treasuries, or TIPS in the current investment environment. We also analyze a version of a role-based permanent portfolio that incorporates long volatility and trend-following strategies. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, cockroach portfolio, fixed income, permanent portfolios, role-based portfolios

418: Bond Investing Masterclass

January 25, 2023 by David Stein · Updated January 23, 2024

What you need to know to confidently invest in bonds. Topics covered include: Key components of bond investing include face value, coupon rates, yield-to-maturity, duration, and convexity How to decide between owning longer-term or short-term bonds How to decide whether to own individual bonds or bond funds and ETFs When to use active bond management versus bond indexing How bullet bond ETFs work and when to use them How to know when to invest in municipal bonds and … [Read more...]

Filed Under: Podcast Tagged With: bond duration, bonds, bonds - why own, bonds (long duration), bonds (short-term), fixed income, individual bonds, municipal bonds

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