RL211 – Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals

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 thorough research. Listen now to learn more about the Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals.

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

To read the Full Show Notes scroll down or click here.

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about the Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals.

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Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals

Full Show Notes:

 

Listen now to learn more about the Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals.

 

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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