How Bonds Perform During Rate Hiking Cycles (Answer: Not Well) | Pirates of Finance

Corey Hoffstein and Jason Buck unwind and explore the finer points of finance, such as the risk/reward of investing in bonds during hiking cycles, the $HYG Drawdown fallacy, and the "Two Times Duration Minus 1 Rule." With boatswain Jack Farley, they entertain the possibility that the global economy is headed for a "commodity supercycle," and they consider what such an environment would mean for correlations and investment styles such as CTAs (Commodity Trading Advisors). -- Follow Jason on Twitter @JasonMutiny Follow Corey on Twitter @choffstein Follow Jack on Twitter @JackFarley96 -- Timestamps: (00:00) Corey's Conference (5:40) Cathie Wood's $ARKK Call (8:30) The High-Yield ($HYG) Drawdown Fallacy (14:00) Bond Returns During Rate Hiking Cycles (22:40) The "Two Times Duration Minus 1 Rule" (29:30) The Commodity Supercycle (50:50) CTAs as an Inflation Hedge (1:00:31) Commodities Congestion Trades

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Unearth nuggets of buried treasure discovered throughout the week in the world of finance, business, and markets with Corey Hoffstein and Jason Buck. Pirates of Finance looks at the open sea of our financial world and discusses new finds, new ideas, and new trends. Pirates of Finance is livestreamed once a week on Fridays.