『The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy』のカバーアート

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

著者: Fexingo
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Lucas and Luna dissect the fixed-income markets with the precision of a bond trader reading a prospectus. Each episode tackles a single corner of the bond universe — from 2-year Treasury note auctions and inverted yield curves to investment-grade corporate debt, high-yield junk bonds, and municipal paper. The hosts anchor every conversation in real-time market data: today's 10-year yield move, the latest Fed funds rate expectation from CME FedWatch, credit spread widening in the energy sector. They explain how duration, convexity, and call provisions affect returns, and they do it without jargon for its own sake. Lucas walks through the mechanics of a bond ladder or a TIPS strategy while Luna asks the hard questions: Why does this matter for a retiree? How does a pension fund use this? What happens to a corporate bond portfolio when the economy tips into recession? The show serves professional investors, financial advisors, and serious individual bond buyers who want to understand the plumbing behind the price. Every episode is built around a live chart — the yield curve from , a corporate spread table, a CDS index move — but those visuals are described, not shown, so the conversation stands on its own as audio. By the end, you'll grasp not just what happened in bonds today, but the structural forces that will shape returns for months ahead. What happens to your 30-year Treasury when the next fiscal crisis hits? #FixedIncome #Treasuries #CorporateBonds #YieldCurve #FederalReserve #BondInvesting #Duration #CreditSpreads #HighYield #Munis #TIPS #BondLadder #PortfolioStrategy #Inflation #RecessionSignals #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Floating Rate Notes Beat Rising Yields
    2026/09/11
    With the ten-year Treasury yield holding near four point eight three percent and short-term rates climbing, fixed income investors are facing a new reality. We explore how floating rate notes are offering higher yields with less duration risk in today’s environment. Lucas and Luna break down why these instruments are quietly reshaping portfolio construction for those worried about rate volatility. #FloatingRateNotes #FixedIncomeStrategy #TreasuryYields #BondLadder #InterestRateRisk #DurationRisk #CorporateCredit #FedPolicy #InvestmentStrategy #FinanceNews #EconomicOutlook #PortfolioConstruction #CashManagement #ShortTermBonds #YieldCurve #FexingoBusiness #BusinessPodcast #MoneyTalks Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • The Bond Market's New Quiet Risk
    2026/09/09
    With the ten-year Treasury yield sitting at four point eight percent and the two-year at four point three nine, the bond market is signaling something subtle but significant. In this episode of The Bond Investing Podcast, Lucas and Luna break down why the recent compression in the twenty-one zero spread isn't just a technical glitch—it's a warning light for liquidity providers who are pulling back from shorter-dated securities. We explore how this dynamic is reshaping corporate credit spreads, forcing investors to rethink duration risk in ways that go beyond simple yield chasing. If you have been relying on short-term Treasuries as a safe harbor, it is time to look closer at the hidden costs of staying too close to the front end of the curve. #BondMarket #TreasuryYields #FixedIncome #LiquidityRisk #CorporateBonds #DurationRisk #YieldCurve #InvestmentStrategy #FinancialMarkets #EconomicAnalysis #RiskManagement #CreditSpreads #PortfolioConstruction #Macroeconomics #InterestRates #FexingoBusiness #BusinessPodcast #FinanceNews Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • The Hidden Cost of Short Duration in Corporate Bonds
    2026/09/08
    With the ten-year Treasury yield hovering near 4.78 percent and the two-year at 4.37 percent, the yield curve is steepening but credit spreads are tightening unexpectedly. Lucas and Luna explore why investors are flocking to short-duration corporate bonds despite rising long-term rates. They examine the liquidity premium in high-grade investment grade debt, using real portfolio math to show how duration risk is being managed differently this quarter. The episode breaks down a specific case study of a mid-cap industrial firm refinancing its debt, revealing the hidden costs of rolling over short-term paper in a volatile rate environment. Listeners will learn one concrete takeaway: why holding slightly longer dated corporate bonds might offer better risk-adjusted returns than chasing yield in the three-month to two-year bucket right now. #FixedIncomeStrategy #CorporateBonds #TreasuryYields #DurationRisk #CreditSpreads #InvestmentGrade #HighYieldDebt #YieldCurve #LiquidityPremium #BondMarket #InterestRates #PortfolioManagement #RiskManagement #EconomicOutlook #FexingoBusiness #BusinessPodcast #FinanceNews #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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