Comments
Transcript
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AHSuperb discussion, evidence based, deep insights.
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kmexcellent.
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DSGreat insights to the bond market. A small comment on the length of the question. It is difficult to answer a compound complex question. If the preamble to a question is too long, it confuses the response. There is a golden mean between too little preamble and too much. Thanks. An excellent discussion. DLS
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CWValid analysis if frame of reference is time period back to early 1990ies. Looking at a longer history and the possibility of a looming depression, the current opportunity in high yield - in the language of the presenters - may end up revealing itself as a fool's yield...
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RMHelpful, common sense insights. Be very careful about industry sectors you invest in. Check the business headlines to see where we can expect wholesale defaults.
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PCCan you please comment on HYG (iShares iBoxx $ High Yield Corporate Bond ETF) for both short & medium term outlook? Raoul has talked about HYG in recent videos.
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MLI cannot find any online broker that allows retail investors buying corporate bonds, even for US accredited investors. Any website you'd recommend?
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TWExcellent interview, you addressed many questions I’ve had of late. I’m currently holding BBBY 2034 bonds (Moody’s Ba2), which are down dramatically in the past few weeks. They have a solid balance sheet, however profitability is far from what it used to be. Active investors and new management are taking steps to turn it around, but success is not certain. My plan was to hold to maturity. I’ve been on the fence on whether this is a good opportunity to add more, or cut losses here. Would appreciate it if you would share your thoughts on such a scenario. Thank you!
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MTWhat are the best options for retail investors to get this type of exposure to corporate credit?
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BCGreat session. Congrats on the call you guys saved me a bundle. Raoul you though the down cycle could last 18 - 24 months and you made a comparison to 1930. I remember a former professor of mine who was a Rhodes Scholar said he thought that the down cycle of the 1930s was prolonged because taxes were raised to pay for all the new social programs. With all the fiscal stimulus, we'll have a lot of debt and I would expect higher taxes.
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MFGreat interview guys! Any thoughts on BBB downgrade wave which some people say is coming?
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DDThank you for the informative interview. Would love to see more content from Dan and Verdad Capital Advisers.
Chapters
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The Fool's Reach for Yield
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What has the Credit Sell-Off Looked Like Over the Past Two Months?
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What Area of the Market is Hit Hardest by this Financial Acceleration?
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What is the Potential for Return after this Meltdown?
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What is Your Current View of Energy Credit?
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What is the Biggest Factor in Determining Corporate Credit Returns?
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How are You Viewing Investment Opportunities Now?
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The Intersection