Bonds are a trade, not a core holding
The guest argued that while bonds have become more attractive as yields have risen, they can only be a tactical trade in the current environment, not a core portfolio holding.
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The story so far
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- Bonds are a trade, not a core holding · THIS IDEAWEALTHION - BE FINANCIALLY RESILIENT
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- Issuer-sponsored tokenization is the legitimate modelUNCHAINED
- Tokenized shares offer superior investor experienceUNCHAINED
- NYSE tokenization project validates on-chain tradingUNCHAINED
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- Robinhood as distribution, not a direct competitorUNCHAINED
- Securitize to use IPO proceeds for acquisitions, expansionUNCHAINED
- Public listing as a tool for crypto M&AUNCHAINED
- DTCC's tokenized entitlement is a different, limited modelUNCHAINED
- Institutional tokenization adoption hinges on regulatory comfortUNCHAINED
- Offshore equity derivatives pose insider trading riskUNCHAINED
- Convergence of RWA and DeFi on collateral qualityUNCHAINED
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD