Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World
InvestTalk · Sep 19, 2026 · 45:39
InvestTalk · Sep 19, 2026 · 45:39
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Treasury yields are surging as oil-driven inflation pressure collides with growing expectations that central banks could resume hiking rates, leaving bond investors caught in a painful squeeze. We will discuss how to think about duration, credit quality, and fixed income allocation when the macro backdrop is this volatile.
Also in this podcast: NTRA - Natera Inc, MSTY - YieldMax MSTR Option Income Strategy ETF, DAL - Delta Air Lines Inc., JNJ - Johnson & Johnson; also, a listener question on 'buffered ETFs'; plus Justin's MARKET WRAP UP, and his topic talking points: “Inflation” and “Index Risks”; and Justin reviewed treasury rates, metal prices, and oil and gas prices.
