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Tag: bonds

The Looming Iceberg Ahead of the US Economy (Szn 7, Epsd 1)

Published January 28, 2025

Les Rubin, Main Street Economics

Les Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt.

This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack.

Content Highlights

  • The US economy is headed to ‘serious problems’ and the guest’s mission is to educate people to the gravity of the situation (1:47);
  • Debt and fiscal deficits are nothing for the US. But its debt/GDP ratios is reaching a breaking point (2:57);
  • How soon might the breaking point arrive? (5:30);
  • Is there anything from the new Trump administration that might turn the tide? Elon Musk’s DOGE program has promise… (11:02);
  • What about tariffs? (16:22);
  • Background on the guest (20:36);
  • The need for more education: not just financial literacy, but economics (23:55).

More Information on the Guest

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Opportunities in Closed-End Municipal Bond Funds (Szn 6, Epsd 21)Podcast episode cover art featuring Jonathan Browne, RiverNorth Capital

Opportunities in Closed-End Municipal Bond Funds (Szn 6, Epsd 21)

Published November 21, 2024

With Jonathan Browne, RiverNorth Capital

Jonathan Browne, portfolio manager at RiverNorth Capital, joins the podcast to discuss investment opportunities in municipal bonds, specifically through the closed-end fund structure.

Content Highlights

  • Quick primer on closed-end funds and their difference with mutual funds and ETFs (1:18);
  • Municipal bonds and what to look for there (16:01);
  • What kind of yield can investors expect from this asset class? (23:31);
  • Background on the guest (26:50);
  • Rising interest rates and inflation are certainly a risk for muni bonds, but the risk/reward is set up constructively… (30:59);
  • Muni closed-end funds: a contrarian pick (37:28).

For more on the guest, visit the website RiverNorth.com

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Bonds Poised for More Upside. Tech Stocks Too: Chad OlivierCover art feat Chad Olivier

Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

Published August 6, 2024

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.

This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day — without ads or announcements. More information on premium subscriptions is available here.

Content Highlights

  • The view of the bond market has changed with the Fed (1:18)
  • The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it… (3:18);
  • The 10-year yield should drop to the 3% range “by this time next year” (4:43);
  • Small caps have recovered lately but the guest is less bullish there (9:31);
  • Technology stocks are much better positioned than in previous cycles (10:56);
  • Municipal bonds may also present an opportunity… (15:41);
  • Background on the guest (20:05);
  • Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
  • The political outlook and its impact on markets (25:51).

For more information on the guest visit the website OlivierGroup.com.

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