『The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy』のカバーアート

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

著者: Fexingo
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Lucas and Luna dissect the fixed-income markets with the precision of a bond trader reading a prospectus. Each episode tackles a single corner of the bond universe — from 2-year Treasury note auctions and inverted yield curves to investment-grade corporate debt, high-yield junk bonds, and municipal paper. The hosts anchor every conversation in real-time market data: today's 10-year yield move, the latest Fed funds rate expectation from CME FedWatch, credit spread widening in the energy sector. They explain how duration, convexity, and call provisions affect returns, and they do it without jargon for its own sake. Lucas walks through the mechanics of a bond ladder or a TIPS strategy while Luna asks the hard questions: Why does this matter for a retiree? How does a pension fund use this? What happens to a corporate bond portfolio when the economy tips into recession? The show serves professional investors, financial advisors, and serious individual bond buyers who want to understand the plumbing behind the price. Every episode is built around a live chart — the yield curve from , a corporate spread table, a CDS index move — but those visuals are described, not shown, so the conversation stands on its own as audio. By the end, you'll grasp not just what happened in bonds today, but the structural forces that will shape returns for months ahead. What happens to your 30-year Treasury when the next fiscal crisis hits? #FixedIncome #Treasuries #CorporateBonds #YieldCurve #FederalReserve #BondInvesting #Duration #CreditSpreads #HighYield #Munis #TIPS #BondLadder #PortfolioStrategy #Inflation #RecessionSignals #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy
    2026/06/08
    Lucas and Luna examine the 30-year Treasury yield crossing 5%—a level not sustained since 2011. They break down what this means for portfolio duration, the refinancing calculus for corporations and homeowners, and why long-duration bonds still offer compelling income despite price risk. Drawing on the June 5 data showing the 30-year at 5.01%, they explore whether this is a buying opportunity or a regime shift. Specific topics include the 10-year yield at 4.55%, the yield curve steepening to 41 basis points, and how TIPS are outperforming. Ideal for bond investors reassessing their long-term allocation in a higher-for-longer rate environment. #30YearYield #5Percent #Treasuries #BondStrategy #Duration #YieldCurve #TLT #TIPS #IncomeInvesting #FixedIncome #Finance #Business #FexingoBusiness #BusinessPodcast #BondInvesting #Podcast #LucasAndLuna #Fexingo Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Bond Investors Are Obsessed With the Front End
    2026/06/08
    Lucas and Luna dig into a surprising trend in June 2026: the 3-month Treasury yield is anchoring the entire fixed-income market. With the 10-year at 4.47% and the 2-year at 4.05%, the short end is flattening faster than the long end. They explain why institutional investors are piling into T-bills, how the 3-month yield at 3.78% is reshaping liquidity strategies, and what this means for your bond portfolio. Plus, a quick look at how the Fed funds rate floor of 3.63% is keeping money market funds packed. A tight, specific episode for bond pros and yield hunters alike. #TreasuryYields #FrontEndBonds #3MonthYield #BondInvesting #FedFundsRate #YieldCurve #TBills #Liquidity #FixedIncome #June2026 #BondStrategy #MoneyMarkets #Finance #Investing #BondMarket #FexingoBusiness #BusinessPodcast #BondPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy
    2026/06/07
    The 30-year Treasury yield has touched 5 percent, a level not seen in decades. Lucas and Luna explore what that means for fixed-income investors — from pension funds to individual bondholders. They dissect the data: the long bond's yield has risen 20 basis points in a week while the 2-year stayed flat, pushing the curve steeper. They discuss why the 30-year matters more now than the 10-year, how it affects mortgage rates and corporate borrowing costs, and whether this is a buying opportunity or a warning sign. The hosts also examine the divergence between the 30-year and the Fed funds rate, and what it signals about inflation and fiscal risk. No fluff — just a clear, data-driven look at the bond market's biggest story this week. #30YearTreasury #Yield5Percent #BondMarket #FixedIncome #TreasuryYields #YieldCurve #SteepeningCurve #MortgageRates #CorporateBonds #PensionFunds #InflationExpectations #FiscalRisk #FedPolicy #RateHikes #BondInvesting #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 分
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