Bonds and Bourbon

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

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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

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Doug Stokes Greg Stokes Stokes Family Office

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