Time to Buy US Treasury Bonds via TLT ETF | Charlie Morris
Time to buy bonds? Charlie Morris of ByteTree says yes. He likes long-term US government bonds, in the form of the iShares 20+ Year Treasury Bond ETF (Nasdaq: TLT). Charlie feels the market’s selloff in US bonds following Donald Trump’s election is overblown (the market fears tariffs, deportations, and lower taxes will lead to inflation, which would necessitate higher-for-longer interest rates), and that the TLT ETF is a great buy right now.
We also discussed emerging markets (which Charlie likes as well), European stocks (Charlie thinks they’re good deals), and energy. Charlie knows markets well and is fascinating to listen to.
Takeaways (courtesy of Riverside.fm’s AI):
- TLT represents a long-term risk-free asset investment.
- Interest rates have significantly impacted bond performance recently.
- Inflation is stabilizing, but not returning to low levels.
- Emerging markets are becoming more attractive for long-term investments.
- UK investments face challenges due to political and energy policies.
- Deflationary pressures are being exported from China.
- The bond market could provide a hedge against stock market volatility.
- Investors should seek diversification beyond US stocks.
- Political changes could lead to a balanced budget in the US.
Click here or on the image below to watch:
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. James owns shares in TLT. BBAE has no position in any investment mentioned.
