InvestTalk

Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World

September 19, 2026·45 min
Episode Description from the Publisher

Treasury yields are surging as oil-driven inflation pressure collides with growing expectations that central banks could resume hiking rates, leaving bond investors caught in a painful squeeze. We will discuss how to think about duration, credit quality, and fixed income allocation when the macro backdrop is this volatile.Also in this podcast: NTRA - Natera Inc, MSTY - YieldMax MSTR Option Income Strategy ETF, DAL - Delta Air Lines Inc., JNJ - Johnson & Johnson; also, a listener question on 'buffered ETFs'; plus Justin's MARKET WRAP UP, and his topic talking points: “Inflation” and “Index Risks”; and Justin reviewed treasury rates, metal prices, and oil and gas prices.  Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

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