Old-Fashioned Bond Math for a New-Fashioned Fed

Under a Warsh-led Fed, with less explicit guidance and less implicit backstop, Marc Seidner and Pramol Dhawan tell host Greg Hall that bond math starts to matter again. Listen as they explore:

·         The “Warsh Dividend” and what it could mean for investors?

·         Why diversification still matters in a market increasingly dominated by a handful of mega-cap stocks.

·         Exorcising the ghost of 2022 – How duration and higher yields are working in bond investors' favor again.

Show notes

[1:26] The Thesis of "Old-Fashioned Bond Math for New-Fashioned Fed"

[8:16] Investing over the past decade vs investing now

[16:20] What to expect from a Warsh-led Fed

[21:40] If nothing changed at the Fed

[25:56] Synergies with fixed income​‌

If you enjoyed episode, read the piece behind today's conversation:

·         Old-Fashioned Bond Math for a New-Fashioned Fed