Bonds and Bourbon
Greg and Doug continue last week’s conversation on bond market intrigue so far in 2025. They explore the implications of rising interest rates on bonds and the attractiveness of fixed-income investments compared to equities. The conversation also touches on changing consumer behaviors, particularly with alcohol consumption, and how these trends may affect related markets/investments.
Key Takeaways
- [00:17] - The bond market continues to interest us most in 2025
- [07:23] - How bonds are affecting asset and pension managers
- [13:19] - Stocks vs. bonds long-term
- [15:02] - Trends in alcohol consumption + social behaviors and market implications
Links
- 20-year investment grade corporate bonds are yielding 6.22%
- Goldman's call is 3% annualized over the next decade
- Harry Caray’s drinking diary
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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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