Bond Market Strategies
Josh emphasizes the importance of extending bond durations to lock in favorable rates while reducing the risk of rolling bonds at lower levels. Despite not changing the stock-to-bond ratio, he highlights a strategic shift towards longer duration bonds, anticipating future benefits as overnight rates are expected to decline. The focus is on creating a durable portfolio that can withstand various market conditions, rather than just chasing nominal yields.In this clip
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Prof G Markets
The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown | Prof G Markets
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