Bonds and Bourbon

Lagniappe

Greg and Doug continue last week’s conversation on bond market intrigue so far in 2025. They explore the implications of rising interest rates on bonds and the attractiveness of fixed-income investments compared to equities. The conversation also touches on changing consumer behaviors, particularly with alcohol consumption, and how these trends may affect related markets/investments.

Key Takeaways

• [00:17] - The bond market continues to interest us most in 2025
• [07:23] - How bonds are affecting asset and pension managers
• [13:19] - Stocks vs. bonds long-term
• [15:02] - Trends in alcohol consumption + social behaviors and market implications

View Transcript

Links

• 20-year investment grade corporate bonds are yielding 6.22%
• Goldman's call is 3% annualized over the next decade
• Valuation is not a timing tool, but it is an expectation tool
• Harry Caray’s drinking diary

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.