Meb Faber: Starved for Yield? Time to Go Global

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Meb Faber: Starved for Yield? Time to Go Global

Double Black Diamond Partners

Meb Faber: Starved for Yield? Time to Go Global

Run-Time: 30:46

Topics:  Episode #8 marks Meb’s first “listener feedback” episode. We’ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of: “Bonds are hovering around historically low yields. Where do they fit in a diversified portfolio today?” Meb tackles the question, discussing Treasuries first, then expanding to global sovereign bonds – which, by the way, is the largest asset class in the world. In fact, a market cap weighting would suggest you have about one-third of your portfolio in global bonds. Instead, the average U.S. investor has around 0%. This leads to a discussion about using a value screen to help identify attractive global sovereign debt opportunities. Turns out you could be invested in a basket generating about 7% right now. Of course, you’d be investing in countries like Brazil, Russia, India, Turkey, Mexico… Could you do that? If you’re a yield-starved investor, it might be time to consider the question more seriously as U.S. bond yields may not climb to meaningful levels for quite a while. So as to U.S. bonds, will yields keep dropping? Or is it time to get out? Find out Meb’s thoughts in Episode #8.

ValueWalk’s December 2021 Hedge Fund Newsletter: Hedge Funds Avoid Distressed China Debt

InvestWelcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring hedge funds avoiding distressed china debt, growth in crypto fund launches, and the adapting venture capital industry. Q3 2021 hedge fund letters, Read More

inks from the Episode:

Running Segment: “Things I find beautiful, useful or downright magical”:

Transcript and more here – audio below

High Yield, Bond Market, ETFs

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