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Flight #70: Marines Eat Glass and Love Bonds

Explore the world of bonds with Jim Jackson, Co-Chief Investment Officer at Victory Capital. In this episode, Jim delves into the role bonds play in a diverse portfolio and the predictability of their performance compared to stocks. He also simplifies the complexities of bonds, emphasizing their mathematical nature in contrast to stocks, and challenges the financial industry’s predictive shortcomings by opting instead for planning.

Listen in as Jim highlights the importance of focusing on processes that lead to optimal returns. You’ll learn about crisis alpha, the power of having an investment plan aligned with your risk tolerance—one that stands resilient through time—and more.

What You’ll Learn In Today’s Episode:

  • The role of bonds in a diverse portfolio.
  • If we can predict when rates will go down or up.
  • Why bonds are valuable.
  • If stocks are better than bonds.
  • The best crisis alpha to have.

Ideas Worth Sharing:

  • “Bonds offer diversification.” – Jim Jackson
  • “The financial industry, in general, does a terrible job of predicting. So we have to focus on the processes that get the best returns.” – Jim Jackson
  • “The only free lunch in finance is diversification.” – Jim Jackson

Resources In Today’s Episode:

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