Talk Your Book: Investing in Private Credit ETFs and All-Time Highs

Fixed income expertise

Investors often rely on bonds for stability, but the right partner can make a difference.

Today's Talk Your Book is brought to you by Dimensional Fund Advisors and BondBloxx

See here for more information on Dimensional Fund Advisors strategies and here for more information on BondBloxx strategies

On today’s show, we discuss:

DFA:

  • Why all time highs are not bearish

  • What it means to be a perma-bull

  • Why diversification still matters

  • Systematic investing in bull markets

BondBloxx:

  • What private credit is

  • What investors get wrong about CLOs

  • Setting yield and income expectations

  • CLOs vs high yield vs investment grade bonds

Animal Spirits:

Charts:

DFA:

BondBloxx:

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