Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World

Podcast: InvestTalk · Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Opublikowano: 2026-09-18

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”...