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Lower Interest Rates for Longer – Alternatives Strategies to Bonds – Inflation Expectations – Mortgage Rates
Episode 72

Lower Interest Rates for Longer – Alternatives Strategies to Bonds – Inflation Expectations – Mortgage Rates

Broken Pie Chart · Broken Pie Chart

June 14, 202048m 28s

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Show Notes

Quasi co-host Jay Pestrichelli, CEO of ZEGA Financial, is back on to discuss whether the lower interest rates for longer crowd is on to something. Plus, while interest rates may cause home price inflation, the data points to other reasons car prices have continually risen. What is the real inflation rate? The Federal Reserve doing "whatever it takes" to keep rates down and buying bond funds. Plus, risk to bonds in a low rate period and what alternative strategies that use synthetic options to replicate a bond yield.

Jay Pestrichelli re-releases Amazon bestseller "Buy and Hedge Book"

Lots of talk around the lower interest rates for longer idea

Does the CPI represent real inflation?

Chapwood alternative inflation index

Comparing Japan and Europe's negative rate experiment with the current US landscape

Have risks in bonds ever been higher if interest rates rise?

Low interest rates leading to housing inflation or just readjusting for lower rates?

Lower rates do not impact car prices moving higher quite as much as extending loan durations

Option spreads to create a synthetic bond replacement strategy

How a stocks dividend is embedded in a put option

Low bond yields tough for early retirees

Mentioned in this Episode:

Jay Pestrichelli' s book "Buy and Hedge" https://amzn.to/2UEk12c

Chapwood alternative inflation index https://chapwoodindex.com/

Are bonds riskier with low rates podcast https://podcasts.apple.com/us/podcast/are-bonds-riskier-with-low-interest-rates/id1432836154?i=1000465096378

Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr

Contact Derek www.razorwealth.com