Previous post Next post

5-23-25 Debunking Bad Bond Narratives

Lance Roberts & Michael Lebowitz discuss whether or not bonds are a good buy now, with a composite bond market outlook, and the relationship of interest rates and bond prices.
Headlines herald a bond auction that "goes badly." Bond auctions tell you absolutely nothing about what's going on with bonds. Another "scary" headline about the rising gap between USD-JPY and Ten Year yields: The reality is there is a somewhat loose correlation between the two, and often negatively so. It doesn't really tell you much abou fiscal risk. Lance and Mike discuss the pro's and con's of public debt, and whether such debt is generating economic gains; why the CBO is like meteorologists, only accurate for up to three days (and the CBO is never right). A look at horrible charts; why things never work out the way the bad narratives foretell.

0:24 - Bond Auction Reality - What did the dealers do?
11:41 - Why All Debt Isn't Bad (Chat Room Craziness)
22:38 - Low Interest Rates Aren't Good for the Economy

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Articles mentioned in this show:
"Death Of The Dollar: An Eternal Tale"
https://realinvestmentadvice.com/resources/blog/death-of-the-dollar-an-eternal-tale/
"Corporate Stock Buybacks – Do They Affect Markets?"
https://realinvestmentadvice.com/resources/blog/corporate-stock-buybacks-do-they-affect-markets/
"USA Versus JNJ"
https://realinvestmentadvice.com/resources/blog/usa-versus-jnj/
"Moody’s Debt Downgrade – Does It Matter?"
https://realinvestmentadvice.com/resources/blog/moodys-debt-downgrade-does-it-matter/
-------
The latest installment of our new feature, Before the Bell, "The Pullback We Needed ," is here:
&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1
-------
Our previous show is here: "Has the Correction Started?"
_sgSpa4Go&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=20s
-------
Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025:
https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/

#Bitcoin #MarketSectors #Economy #EconomicGrowth #BondMarket #InvestingInBonds #FixedIncome #InterestRates2025 #MarketOutlook #MoodysDowngrade #CreditRating #DebtCrisis #BondMarket #USCreditRisk #MarketComplacency #InvestorSentiment #MarketRisk #StockMarketTrends #BubbleWarning #MarketTiming #InvestingAdvice #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article: https://snbchf.com/video/roberts-5-23-25-debunking-bond-narratives/

25 pings

Skip to comment form

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.